$181 Million is the total value of Plante Moran Financial Advisors, LLC's 885 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 24.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DTE | Buy | DTE Energy Holding Co | $14,070,000 | +2.3% | 128,544 | +0.4% | 7.79% | -4.6% |
| SPY | Sell | SPDR S&P 500 ETFetf | $11,280,000 | +5.7% | 42,268 | -0.5% | 6.25% | -1.5% |
| IVV | Buy | iShares Core S&P 500etf | $10,700,000 | +7.4% | 39,800 | +1.1% | 5.93% | +0.1% |
| PEP | Buy | PepsiCo Inc | $6,677,000 | +20.6% | 55,678 | +12.0% | 3.70% | +12.4% |
| AAPL | Buy | Apple Inc | $5,707,000 | +12.5% | 33,725 | +2.5% | 3.16% | +4.8% |
| VOO | Buy | Vanguard S&P 500 ETFetf | $5,671,000 | +6.3% | 23,119 | +0.0% | 3.14% | -0.9% |
| SYK | Sell | Stryker Corporation | $4,220,000 | +3.9% | 27,252 | -4.7% | 2.34% | -3.2% |
| IWB | Buy | iShares Russell 1000etf | $3,657,000 | +7.9% | 24,607 | +1.5% | 2.03% | +0.5% |
| BRKB | Buy | Berkshire Hathaway Inc Class B | $3,650,000 | +54.6% | 18,414 | +43.0% | 2.02% | +44.0% |
| MDY | SPDR S&P Midcap 400 ETFetf | $2,976,000 | +5.8% | 8,617 | 0.0% | 1.65% | -1.4% | |
| IJH | Sell | iShares Core S&P Mid-Capetf | $2,821,000 | +3.3% | 14,864 | -2.7% | 1.56% | -3.8% |
| VUG | Sell | Vanguard Growth ETFetf | $2,392,000 | -5.8% | 17,006 | -11.1% | 1.32% | -12.2% |
| IWM | Sell | iShares Russell 2000etf | $2,241,000 | -17.9% | 14,696 | -20.2% | 1.24% | -23.5% |
| MSFT | Buy | Microsoft Corp | $2,203,000 | +21.3% | 25,753 | +5.6% | 1.22% | +13.0% |
| JNJ | Sell | Johnson & Johnson | $1,979,000 | -8.0% | 14,165 | -14.4% | 1.10% | -14.3% |
| IWF | Buy | iShares Russell 1000 Growthetf | $1,717,000 | +7.9% | 12,749 | +0.2% | 0.95% | +0.5% |
| DIA | Sell | SPDR Dow Jones Industrial Averetf | $1,643,000 | +5.7% | 6,643 | -4.3% | 0.91% | -1.5% |
| GOOGL | Buy | Alphabet Inc Com Cl A | $1,625,000 | +16.7% | 1,543 | +7.8% | 0.90% | +8.7% |
| XPO | Buy | XPO Logistics Inc | $1,590,000 | +41.2% | 17,364 | +4.5% | 0.88% | +31.7% |
| VTI | Vanguard Total Stock Market ETetf | $1,584,000 | +6.0% | 11,542 | 0.0% | 0.88% | -1.3% | |
| PG | Sell | Procter & Gamble Co | $1,458,000 | +0.9% | 15,872 | -0.1% | 0.81% | -5.9% |
| SDY | Sell | SPDR S&P Dividend ETFetf | $1,438,000 | -6.6% | 15,221 | -9.7% | 0.80% | -13.0% |
| VBK | Sell | Vanguard Small-Cap Growth ETFetf | $1,351,000 | -7.6% | 8,402 | -12.3% | 0.75% | -13.9% |
| JPM | Buy | JPMorgan Chase & Co | $1,269,000 | +19.4% | 11,864 | +6.6% | 0.70% | +11.2% |
| INTC | Sell | Intel Corp | $1,216,000 | -37.6% | 26,339 | -48.6% | 0.67% | -41.8% |
| BFB | Brown-Forman Corp Class B | $1,213,000 | +26.5% | 17,658 | 0.0% | 0.67% | +17.9% | |
| GOOG | Buy | Alphabet Inc Class C Capital S | $1,162,000 | +9.6% | 1,110 | +0.5% | 0.64% | +2.2% |
| ABBV | Sell | AbbVie Inc | $1,159,000 | +6.6% | 11,986 | -2.0% | 0.64% | -0.6% |
| PRF | Sell | PowerShares FTSE RAFI US 1000etf | $1,150,000 | +3.0% | 10,127 | -2.7% | 0.64% | -3.9% |
| MMM | Buy | 3M Co | $1,136,000 | +15.2% | 4,825 | +2.7% | 0.63% | +7.3% |
| DVY | iShares Select Dividendetf | $1,110,000 | +5.2% | 11,266 | 0.0% | 0.62% | -1.9% | |
| PFE | Buy | Pfizer Inc | $1,055,000 | +2.6% | 29,123 | +1.1% | 0.58% | -4.4% |
| FB | Buy | Facebook Inc Class A | $1,048,000 | +11.3% | 5,941 | +7.7% | 0.58% | +3.8% |
| VIG | Vanguard Dividend Appreciationetf | $1,002,000 | +7.6% | 9,821 | 0.0% | 0.56% | +0.4% | |
| BND | Sell | Vanguard Total Bond Market ETFetf | $1,002,000 | -0.5% | 12,280 | -0.1% | 0.56% | -7.3% |
| V | Buy | Visa Inc Class A | $990,000 | +25.0% | 8,683 | +15.4% | 0.55% | +16.3% |
| CVX | Buy | Chevron Corp | $966,000 | +7.9% | 7,715 | +1.3% | 0.54% | +0.6% |
| GLD | Sell | SPDR Gold Sharesetf | $964,000 | -2.1% | 7,800 | -3.7% | 0.53% | -8.9% |
| HD | Buy | Home Depot Inc | $961,000 | +18.3% | 5,069 | +2.2% | 0.53% | +10.1% |
| IWR | Buy | iShares Russell Mid-Capetf | $951,000 | +8.2% | 4,568 | +2.5% | 0.53% | +0.8% |
| BFA | Sell | Brown-Forman Corp Class A | $901,000 | +20.0% | 13,404 | -0.7% | 0.50% | +11.9% |
| TD | Buy | Toronto-Dominion Bank | $892,000 | +5.6% | 15,235 | +1.5% | 0.49% | -1.6% |
| GE | Buy | General Electric Co | $892,000 | -8.2% | 51,103 | +27.1% | 0.49% | -14.5% |
| IJR | Buy | iShares Core S&P Small-Capetf | $881,000 | +20.2% | 11,464 | +16.1% | 0.49% | +11.9% |
| T | Sell | AT&T Inc | $858,000 | -14.7% | 22,072 | -14.1% | 0.48% | -20.6% |
| ETN | Sell | Eaton Corp PLC | $847,000 | -46.4% | 10,722 | -47.9% | 0.47% | -50.1% |
| VTEB | Buy | Vanguard Tax-Exempt Bond ETFetf | $803,000 | +147.1% | 15,544 | +146.8% | 0.44% | +130.6% |
| DIS | Sell | Walt Disney Co | $800,000 | +8.0% | 7,439 | -1.1% | 0.44% | +0.5% |
| FITB | Fifth Third Bancorp | $790,000 | +8.5% | 26,023 | 0.0% | 0.44% | +1.2% | |
| CSCO | Buy | Cisco Systems Inc | $766,000 | +22.2% | 19,989 | +7.2% | 0.42% | +13.7% |
| VZ | Sell | Verizon Communications Inc | $750,000 | -8.8% | 14,164 | -14.8% | 0.42% | -15.1% |
| OEF | Sell | iShares S&P 100etf | $748,000 | +1.4% | 6,309 | -4.9% | 0.41% | -5.7% |
| XOM | Buy | Exxon Mobil Corporation | $747,000 | +4.6% | 8,932 | +2.6% | 0.41% | -2.4% |
| IBM | Sell | International Business Machine | $724,000 | -2.6% | 4,720 | -7.8% | 0.40% | -9.3% |
| ABT | Sell | Abbott Laboratories | $670,000 | +4.5% | 11,741 | -2.3% | 0.37% | -2.6% |
| ADP | Sell | Automatic Data Processing | $662,000 | 0.0% | 5,645 | -6.8% | 0.37% | -6.9% |
| CMCSA | Buy | Comcast Corp Class A | $612,000 | +5.2% | 15,278 | +1.0% | 0.34% | -2.0% |
| EFA | Sell | iShares MSCI EAFEetf | $607,000 | -3.3% | 8,630 | -5.9% | 0.34% | -9.9% |
| MA | Buy | MasterCard Inc Class A | $607,000 | +47.0% | 4,012 | +37.2% | 0.34% | +36.6% |
| NEOG | Neogen Corp | $603,000 | +6.2% | 7,339 | 0.0% | 0.33% | -1.2% | |
| TXN | Buy | Texas Instruments Inc | $586,000 | +24.4% | 5,610 | +6.7% | 0.32% | +16.1% |
| HON | Sell | Honeywell International Inc | $577,000 | +7.4% | 3,761 | -0.7% | 0.32% | +0.3% |
| WMT | Buy | Wal-Mart Stores Inc | $556,000 | +27.2% | 5,630 | +0.6% | 0.31% | +18.5% |
| IWN | iShares Russell 2000 Valueetf | $556,000 | +1.3% | 4,420 | 0.0% | 0.31% | -5.5% | |
| WFC | Sell | Wells Fargo & Co | $549,000 | -18.9% | 9,051 | -26.3% | 0.30% | -24.4% |
| MCD | Sell | McDonald's Corp | $522,000 | -20.1% | 3,033 | -27.2% | 0.29% | -25.5% |
| K | Sell | Kellogg Co | $512,000 | +7.8% | 7,533 | -1.1% | 0.28% | +0.7% |
| MON | Monsanto Co | $500,000 | -2.5% | 4,285 | 0.0% | 0.28% | -9.2% | |
| AMZN | Sell | Amazon.com Inc | $495,000 | +21.3% | 423 | -0.2% | 0.27% | +12.8% |
| PM | Buy | Philip Morris International In | $492,000 | -3.7% | 4,659 | +1.3% | 0.27% | -10.2% |
| SPYG | Buy | SPDR S&P 500 Growthetf | $493,000 | +6.5% | 14,944 | +300.0% | 0.27% | -0.7% |
| KO | Sell | Coca-Cola Co | $485,000 | -26.3% | 10,561 | -27.8% | 0.27% | -31.2% |
| AON | Buy | Aon PLC | $448,000 | -7.2% | 3,345 | +1.2% | 0.25% | -13.6% |
| XLE | Sell | Energy Select Sector SPDR ETFetf | $448,000 | -20.7% | 6,199 | -24.9% | 0.25% | -26.2% |
| VYM | Buy | Vanguard High Dividend Yield Eetf | $442,000 | +95.6% | 5,161 | +85.2% | 0.24% | +82.8% |
| BAC | Buy | Bank of America Corporation | $436,000 | +20.8% | 14,785 | +3.7% | 0.24% | +12.6% |
| YUM | Buy | Yum Brands Inc | $434,000 | +148.0% | 5,315 | +123.2% | 0.24% | +130.8% |
| CVS | Buy | CVS Health Corp | $427,000 | -3.4% | 5,889 | +8.4% | 0.24% | -9.9% |
| GGB | Gerdau S A ADRadr | $401,000 | +8.4% | 107,823 | 0.0% | 0.22% | +0.9% | |
| SHW | Buy | Sherwin-Williams Co | $396,000 | +45.1% | 965 | +26.6% | 0.22% | +35.2% |
| FCX | Buy | Freeport-McMoRan Inc | $392,000 | +3820.0% | 20,690 | +2898.6% | 0.22% | +3516.7% |
| MRK | Buy | Merck & Co Inc | $382,000 | -9.7% | 6,784 | +2.6% | 0.21% | -15.5% |
| MO | Sell | Altria Group Inc | $383,000 | +11.3% | 5,366 | -1.2% | 0.21% | +3.4% |
| MLM | Sell | Martin Marietta Materials Inc | $381,000 | -6.2% | 1,724 | -12.5% | 0.21% | -12.4% |
| IWO | iShares Russell 2000 Growthetf | $376,000 | +4.4% | 2,012 | 0.0% | 0.21% | -2.8% | |
| PFF | Buy | iShares US Preferred Stocketf | $370,000 | -1.9% | 9,723 | +0.1% | 0.20% | -8.5% |
| MBWM | Mercantile Bank Corp | $369,000 | +1.4% | 10,438 | 0.0% | 0.20% | -5.6% | |
| IWD | Sell | iShares Russell 1000 Valueetf | $357,000 | +4.4% | 2,872 | -0.4% | 0.20% | -2.5% |
| UTX | Buy | United Technologies Corp | $349,000 | +61.6% | 2,739 | +46.9% | 0.19% | +50.8% |
| MDLZ | Buy | Mondelez International Inc Cla | $346,000 | +9.5% | 8,073 | +3.8% | 0.19% | +2.1% |
| VTV | Vanguard Value ETFetf | $342,000 | +6.5% | 3,215 | 0.0% | 0.19% | -1.0% | |
| YUMC | Buy | Yum China Holdings Inc | $340,000 | +246.9% | 8,507 | +247.7% | 0.19% | +224.1% |
| XLK | Technology Select Sector SPDRetf | $336,000 | +8.0% | 5,259 | 0.0% | 0.19% | +0.5% | |
| COST | Buy | Costco Wholesale Corp | $324,000 | +30.6% | 1,742 | +15.6% | 0.18% | +21.8% |
| MAN | Buy | ManpowerGroup | $322,000 | +8.4% | 2,551 | +1.1% | 0.18% | +0.6% |
| NFLX | Netflix Inc | $321,000 | +5.6% | 1,674 | 0.0% | 0.18% | -1.7% | |
| CMA | Buy | Comerica Inc | $315,000 | +62.4% | 3,631 | +42.8% | 0.17% | +51.3% |
| KMB | Buy | Kimberly-Clark Corp | $311,000 | +22.4% | 2,581 | +19.5% | 0.17% | +13.9% |
| VEA | Buy | Vanguard FTSE Developed Marketetf | $301,000 | +56.0% | 6,712 | +50.8% | 0.17% | +45.2% |
| BR | Broadridge Financial Solutions | $299,000 | +12.4% | 3,295 | 0.0% | 0.17% | +5.1% | |
| UNP | Buy | Union Pacific Corp | $299,000 | +17.3% | 2,227 | +1.3% | 0.17% | +9.2% |
| BRKA | Berkshire Hathaway Inc Class A | $298,000 | +8.4% | 1 | 0.0% | 0.16% | +1.2% | |
| ORCL | Oracle Corporation | $298,000 | -2.3% | 6,298 | 0.0% | 0.16% | -8.8% | |
| UAA | Under Armour Inc Class A | $293,000 | -12.3% | 20,297 | 0.0% | 0.16% | -18.6% | |
| MLHR | Herman Miller Inc | $287,000 | +11.2% | 7,178 | 0.0% | 0.16% | +3.9% | |
| ETR | Entergy Corp | $286,000 | +6.7% | 3,513 | 0.0% | 0.16% | -0.6% | |
| EMR | Buy | Emerson Electric Co | $286,000 | +17.2% | 4,101 | +5.4% | 0.16% | +9.0% |
| CL | Sell | Colgate-Palmolive Co | $279,000 | -31.1% | 3,701 | -33.5% | 0.16% | -35.7% |
| MRO | Buy | Marathon Oil Corp | $272,000 | +25.9% | 16,093 | +1.3% | 0.15% | +18.0% |
| NEE | Sell | Nextera Energy Inc | $271,000 | +6.3% | 1,732 | -0.6% | 0.15% | -1.3% |
| IEMG | iShares Core MSCI Emerging Maretf | $265,000 | +5.6% | 4,654 | 0.0% | 0.15% | -1.3% | |
| CLX | Sell | Clorox Co | $264,000 | -19.5% | 1,777 | -28.5% | 0.15% | -25.1% |
| XLF | Sell | Financial Select Sector SPDR Eetf | $261,000 | -2.2% | 9,358 | -9.3% | 0.14% | -8.8% |
| GD | Sell | General Dynamics Corp | $260,000 | -3.0% | 1,277 | -2.1% | 0.14% | -9.4% |
| USB | Buy | U.S. Bancorp | $258,000 | +9.3% | 4,806 | +9.1% | 0.14% | +2.1% |
| SBUX | Buy | Starbucks Corp | $257,000 | +12.7% | 4,470 | +5.2% | 0.14% | +4.4% |
| CWI | New | SPDR MSCI ACWI (ex-US)etf | $252,000 | – | 6,466 | +100.0% | 0.14% | – |
| BP | Buy | BP PLC ADRadr | $247,000 | +32.8% | 5,873 | +21.5% | 0.14% | +23.4% |
| SAL | Salisbury Bancorp Inc | $242,000 | -4.0% | 5,418 | 0.0% | 0.13% | -10.7% | |
| KHC | Sell | The Kraft Heinz Co | $241,000 | -2.0% | 3,102 | -2.0% | 0.13% | -8.2% |
| LMT | Sell | Lockheed Martin Corp | $230,000 | +2.7% | 715 | -1.0% | 0.13% | -4.5% |
| AMGN | Buy | Amgen Inc | $229,000 | +124.5% | 1,317 | +140.8% | 0.13% | +108.2% |
| LEG | Buy | Leggett & Platt Inc | $227,000 | 0.0% | 4,761 | +0.1% | 0.13% | -6.7% |
| CTAS | Cintas Corp | $225,000 | +8.2% | 1,443 | 0.0% | 0.12% | +0.8% | |
| MCBC | Macatawa Bank Corp | $223,000 | -2.2% | 22,265 | 0.0% | 0.12% | -8.8% | |
| ANDE | Andersons Inc | $218,000 | -9.2% | 7,000 | 0.0% | 0.12% | -15.4% | |
| DWDP | Sell | DowDuPont Inc | $218,000 | -2.2% | 3,055 | -5.4% | 0.12% | -9.0% |
| DOV | Buy | Dover Corp | $219,000 | +13.5% | 2,166 | +2.5% | 0.12% | +5.2% |
| CMS | CMS Energy Corp | $216,000 | +1.9% | 4,574 | 0.0% | 0.12% | -4.8% | |
| APH | Buy | Amphenol Corp | $214,000 | +328.0% | 2,435 | +315.5% | 0.12% | +296.7% |
| DHR | Sell | Danaher Corp | $214,000 | +7.5% | 2,310 | -0.5% | 0.12% | +0.8% |
| FEX | First Trust Large Cap Core Alpetf | $211,000 | +7.1% | 3,596 | 0.0% | 0.12% | 0.0% | |
| IWP | iShares Russell Mid-Cap Growthetf | $211,000 | +6.6% | 1,749 | 0.0% | 0.12% | -0.8% | |
| ALSN | New | Allison Transmission Holdings | $209,000 | – | 4,846 | +100.0% | 0.12% | – |
| GILD | Buy | Gilead Sciences Inc | $204,000 | +68.6% | 2,843 | +90.4% | 0.11% | +56.9% |
| GNTX | Gentex Corp | $202,000 | +6.3% | 9,620 | 0.0% | 0.11% | -0.9% | |
| CR | Buy | Crane Co | $203,000 | +12.8% | 2,278 | +1.1% | 0.11% | +4.7% |
| ETP | Energy Transfer Partners LPexchange traded | $202,000 | -1.9% | 11,276 | 0.0% | 0.11% | -8.2% | |
| CMG | Sell | Chipotle Mexican Grill Inc Cla | $200,000 | -17.7% | 691 | -12.6% | 0.11% | -22.9% |
| WBA | Sell | Walgreens Boots Alliance Inc | $198,000 | -20.2% | 2,731 | -14.8% | 0.11% | -25.2% |
| CNI | Canadian National Railway Co | $196,000 | -0.5% | 2,380 | 0.0% | 0.11% | -6.8% | |
| CAT | Buy | Caterpillar Inc | $195,000 | +50.0% | 1,237 | +18.4% | 0.11% | +40.3% |
| BMY | Buy | Bristol-Myers Squibb Company | $195,000 | +16.8% | 3,190 | +21.8% | 0.11% | +9.1% |
| CM | Canadian Imperial Bank of Comm | $191,000 | +11.0% | 1,965 | 0.0% | 0.11% | +3.9% | |
| NVG | Nuveen AMT-Free Muni Credit Inclosed end | $191,000 | +0.5% | 12,352 | 0.0% | 0.11% | -6.2% | |
| ORLY | Buy | O'Reilly Automotive Inc | $190,000 | +77.6% | 789 | +58.1% | 0.10% | +64.1% |
| DE | Sell | Deere & Co | $187,000 | +5.1% | 1,195 | -15.9% | 0.10% | -1.9% |
| AMJ | Buy | JPMorgan Alerian MLP ETNetf | $187,000 | +11.3% | 6,805 | +14.6% | 0.10% | +4.0% |
| NOV | Sell | National Oilwell Varco Inc | $186,000 | 0.0% | 5,170 | -0.9% | 0.10% | -7.2% |
| COP | Buy | ConocoPhillips | $183,000 | +12.3% | 3,341 | +2.4% | 0.10% | +4.1% |
| LLY | Buy | Eli Lilly and Co | $182,000 | 0.0% | 2,151 | +0.9% | 0.10% | -6.5% |
| ADM | Buy | Archer-Daniels Midland Co | $180,000 | -4.3% | 4,482 | +1.2% | 0.10% | -10.7% |
| GOOS | Canada Goose Holdings Inc | $181,000 | +53.4% | 5,750 | 0.0% | 0.10% | +42.9% | |
| IJT | Buy | iShares S&P Small-Cap 600 Growetf | $177,000 | +176.6% | 1,042 | +169.3% | 0.10% | +157.9% |
| IMCV | iShares Morningstar Mid-Cap Vaetf | $175,000 | +5.4% | 1,100 | 0.0% | 0.10% | -2.0% | |
| ANET | Arista Networks Inc | $176,000 | +24.8% | 746 | 0.0% | 0.10% | +15.5% | |
| CPRT | New | Copart Inc | $176,000 | – | 4,086 | +100.0% | 0.10% | – |
| ETV | EV Tax-Managed Buy-Write Oppsclosed end | $171,000 | +0.6% | 11,100 | 0.0% | 0.10% | -5.9% | |
| GDX | VanEck Vectors Gold Miners ETFetf | $170,000 | +1.2% | 7,306 | 0.0% | 0.09% | -6.0% | |
| FDN | First Trust Dow Jones Internetetf | $169,000 | +7.6% | 1,537 | 0.0% | 0.09% | +1.1% | |
| IGM | iShares North American Techetf | $169,000 | +9.0% | 1,000 | 0.0% | 0.09% | +2.2% | |
| PKG | New | Packaging Corp of America | $164,000 | – | 1,360 | +100.0% | 0.09% | – |
| TMO | Buy | Thermo Fisher Scientific Inc | $165,000 | +184.5% | 871 | +182.8% | 0.09% | +167.6% |
| SPPI | Spectrum Pharmaceuticals Inc | $158,000 | +35.0% | 8,350 | 0.0% | 0.09% | +25.7% | |
| PSX | Sell | Phillips 66 | $155,000 | +0.6% | 1,536 | -8.8% | 0.09% | -6.5% |
| TTC | New | Toro Co | $153,000 | – | 2,349 | +100.0% | 0.08% | – |
| F | Buy | Ford Motor Co | $154,000 | +14.9% | 12,360 | +10.7% | 0.08% | +6.2% |
| LOW | Buy | Lowe's Companies Inc | $152,000 | +31.0% | 1,631 | +12.1% | 0.08% | +21.7% |
| ISCV | iShares Morningstar Small-Capetf | $152,000 | +3.4% | 1,000 | 0.0% | 0.08% | -3.4% | |
| CB | Buy | Chubb Ltd | $152,000 | +42.1% | 1,043 | +39.3% | 0.08% | +31.2% |
| EV | Buy | Eaton Vance Corp | $152,000 | +74.7% | 2,695 | +52.7% | 0.08% | +61.5% |
| ADBE | Buy | Adobe Systems Inc | $150,000 | +56.2% | 855 | +33.0% | 0.08% | +45.6% |
| PAYX | Buy | Paychex Inc | $146,000 | +13.2% | 2,148 | +0.1% | 0.08% | +5.2% |
| NKE | Buy | Nike Inc Class B | $147,000 | +635.0% | 2,353 | +520.8% | 0.08% | +575.0% |
| CELG | Buy | Celgene Corp | $142,000 | -17.9% | 1,362 | +14.6% | 0.08% | -23.3% |
| CTSH | Buy | Cognizant Technology Solutions | $142,000 | +63.2% | 1,995 | +66.4% | 0.08% | +51.9% |
| UNH | Sell | Unitedhealth Group Inc | $141,000 | -40.0% | 641 | -46.5% | 0.08% | -44.3% |
| WM | Sell | Waste Management Inc | $140,000 | -18.6% | 1,617 | -26.2% | 0.08% | -23.5% |
| CSM | ProShares Large Cap Core Plusetf | $135,000 | +7.1% | 2,020 | 0.0% | 0.08% | 0.0% | |
| IJS | iShares S&P Small-Cap 600 Valuetf | $136,000 | +3.8% | 883 | 0.0% | 0.08% | -3.8% | |
| HUM | Humana Inc | $133,000 | +1.5% | 538 | 0.0% | 0.07% | -5.1% | |
| EPD | Enterprise Products Partners Lexchange traded | $134,000 | +1.5% | 5,069 | 0.0% | 0.07% | -5.1% | |
| MMP | Magellan Midstream Partners LPexchange traded | $133,000 | 0.0% | 1,874 | 0.0% | 0.07% | -6.3% | |
| GLW | Buy | Corning Inc | $133,000 | +13.7% | 4,154 | +6.5% | 0.07% | +5.7% |
| VBR | Sell | Vanguard Small-Cap Value ETFetf | $133,000 | +2.3% | 1,001 | -1.4% | 0.07% | -3.9% |
| SYY | Buy | Sysco Corp | $130,000 | +12.1% | 2,148 | +0.1% | 0.07% | +4.3% |
| BNS | Buy | Bank of Nova Scotia | $129,000 | +10.3% | 1,994 | +9.6% | 0.07% | +1.4% |
| CDK | CDK Global Inc | $128,000 | +13.3% | 1,798 | 0.0% | 0.07% | +6.0% | |
| EL | Buy | Estee Lauder Cos Inc Class A | $129,000 | +122.4% | 1,010 | +86.7% | 0.07% | +108.8% |
| CERN | Buy | Cerner Corp | $129,000 | +2050.0% | 1,911 | +2350.0% | 0.07% | +1675.0% |
| D | Buy | Dominion Resources Inc | $127,000 | +29.6% | 1,561 | +22.5% | 0.07% | +20.7% |
| IYH | iShares US Healthcareetf | $126,000 | +1.6% | 722 | 0.0% | 0.07% | -5.4% | |
| LEA | Buy | Lear Corp | $127,000 | +647.1% | 717 | +617.0% | 0.07% | +600.0% |
| XLI | Industrial Select Sector SPDRetf | $121,000 | +6.1% | 1,600 | 0.0% | 0.07% | -1.5% | |
| ICE | Buy | Intercontinental Exchange Inc | $119,000 | +85.9% | 1,684 | +80.9% | 0.07% | +73.7% |
| ADI | Analog Devices Inc | $119,000 | +3.5% | 1,335 | 0.0% | 0.07% | -2.9% | |
| HBNC | Sell | Horizon Bancorp Industries | $120,000 | -7.0% | 4,327 | -2.2% | 0.07% | -14.3% |
| AMLP | Buy | Alerian MLP ETFetf | $117,000 | -4.1% | 10,862 | +0.0% | 0.06% | -11.0% |
| WLTW | Sell | Willis Towers Watson PLC | $115,000 | -8.0% | 763 | -5.8% | 0.06% | -13.5% |
| XLV | Health Care Select Sector SPDRetf | $115,000 | +0.9% | 1,392 | 0.0% | 0.06% | -5.9% | |
| AEP | American Electric Power Co Inc | $113,000 | +4.6% | 1,533 | 0.0% | 0.06% | -1.6% | |
| GGG | Buy | Graco Inc | $114,000 | +11300.0% | 2,529 | +31512.5% | 0.06% | +6200.0% |
| PAA | Buy | Plains All American Pipeline Lexchange traded | $111,000 | -1.8% | 5,363 | +0.8% | 0.06% | -9.0% |
| ES | Eversource Energy Inc | $111,000 | +4.7% | 1,758 | 0.0% | 0.06% | -3.2% | |
| GM | Buy | General Motors Co | $111,000 | +1.8% | 2,715 | +0.7% | 0.06% | -6.2% |
| RDSB | Buy | Royal Dutch Shell PLC ADR Clasadr | $109,000 | +58.0% | 1,590 | +43.5% | 0.06% | +46.3% |
| BA | Buy | Boeing Co | $108,000 | +191.9% | 367 | +151.4% | 0.06% | +172.7% |
| ITW | Buy | Illinois Tool Works Inc | $109,000 | +81.7% | 655 | +60.5% | 0.06% | +66.7% |
| TJX | Buy | TJX Companies | $107,000 | +181.6% | 1,398 | +172.5% | 0.06% | +156.5% |
| AET | Sell | Aetna Inc | $107,000 | +12.6% | 595 | -0.7% | 0.06% | +5.4% |
| AXDX | Accelerate Diagnostics Inc | $105,000 | +16.7% | 4,000 | 0.0% | 0.06% | +7.4% | |
| ACN | Buy | Accenture PLC Class A | $105,000 | +18.0% | 684 | +3.5% | 0.06% | +9.4% |
| DLX | New | Deluxe Corp | $105,000 | – | 1,370 | +100.0% | 0.06% | – |
| DXJ | Buy | WisdomTree Japan Hedged Equityetf | $104,000 | +33.3% | 1,760 | +23.6% | 0.06% | +26.1% |
| ROST | Buy | Ross Stores Inc | $102,000 | +1175.0% | 1,274 | +970.6% | 0.06% | +1040.0% |
| HSBC | Buy | HSBC Holdings PLC ADRadr | $103,000 | +98.1% | 1,985 | +90.0% | 0.06% | +83.9% |
| VXF | Vanguard Extended Market ETFetf | $102,000 | +4.1% | 912 | 0.0% | 0.06% | -1.7% | |
| EW | Buy | Edwards Lifesciences Corp | $102,000 | +209.1% | 902 | +198.7% | 0.06% | +185.0% |
| COL | Buy | Rockwell Collins Inc | $101,000 | +1583.3% | 743 | +1627.9% | 0.06% | +1300.0% |
| CHFC | Sell | Chemical Financial Corp | $101,000 | -55.7% | 1,881 | -56.9% | 0.06% | -58.8% |
| SLYG | SPDR S&P 600 Small Cap Growthetf | $100,000 | 0.0% | 440 | 0.0% | 0.06% | -6.8% | |
| BIIB | Biogen Idec Inc | $100,000 | +1.0% | 315 | 0.0% | 0.06% | -6.8% | |
| PII | New | Polaris Industries Inc | $100,000 | – | 810 | +100.0% | 0.06% | – |
| DBEU | Sell | Deutsche X-trackers MSCI Europetf | $99,000 | -33.6% | 3,487 | -33.5% | 0.06% | -38.2% |
| QQQ | PowerShares QQQ ETFetf | $99,000 | +7.6% | 635 | 0.0% | 0.06% | 0.0% | |
| AMP | Buy | Ameriprise Financial Inc | $99,000 | +219.4% | 584 | +179.4% | 0.06% | +205.6% |
| MKC | Buy | McCormick & Company Inc Non-Vo | $100,000 | +156.4% | 982 | +157.1% | 0.06% | +139.1% |
| C | Buy | Citigroup Inc | $97,000 | +6.6% | 1,307 | +4.0% | 0.05% | 0.0% |
| ESRX | Express Scripts | $97,000 | +18.3% | 1,293 | 0.0% | 0.05% | +10.2% | |
| TTE | Sell | Total SA ADRadr | $98,000 | +2.1% | 1,768 | -1.1% | 0.05% | -5.3% |
| EEM | Buy | iShares MSCI Emerging Marketsetf | $98,000 | +345.5% | 2,075 | +315.0% | 0.05% | +315.4% |
| MDT | Sell | Medtronic Inc | $96,000 | -9.4% | 1,191 | -12.6% | 0.05% | -15.9% |
| FNDX | Schwab Fundamental U.S. Largeetf | $96,000 | +5.5% | 2,575 | 0.0% | 0.05% | -1.9% | |
| IVW | iShares S&P 500 Growthetf | $93,000 | +6.9% | 607 | 0.0% | 0.05% | 0.0% | |
| EVT | EV Tax Advantaged Dividend Incclosed end | $93,000 | +4.5% | 4,000 | 0.0% | 0.05% | -1.9% | |
| RHI | New | Robert Half International Inc | $94,000 | – | 1,700 | +100.0% | 0.05% | – |
| AVGO | Buy | Broadcom Ltd | $92,000 | +16.5% | 359 | +10.8% | 0.05% | +8.5% |
| GPN | New | Global PMTS Inc Com | $90,000 | – | 900 | +100.0% | 0.05% | – |
| FPE | First Trust Preferred Securitietf | $88,000 | 0.0% | 4,390 | 0.0% | 0.05% | -5.8% | |
| BABA | Sell | Alibaba Group Holding Ltd ADRadr | $89,000 | -11.0% | 519 | -10.4% | 0.05% | -16.9% |
| FMB | First Trust Managed Municipaletf | $89,000 | 0.0% | 1,670 | 0.0% | 0.05% | -7.5% | |
| TWX | Sell | Time Warner Inc | $89,000 | -15.2% | 970 | -5.2% | 0.05% | -21.0% |
| DEO | Buy | Diageo PLC ADRadr | $86,000 | +95.5% | 592 | +77.2% | 0.05% | +84.6% |
| BAX | Buy | Baxter International Inc | $86,000 | +6.2% | 1,332 | +3.7% | 0.05% | 0.0% |
| KMF | Kayne Anderson MidstreamEnergyclosed end | $86,000 | -6.5% | 6,265 | 0.0% | 0.05% | -12.7% | |
| AMAT | Buy | Applied Materials Inc | $86,000 | +1.2% | 1,683 | +3.3% | 0.05% | -5.9% |
| BLK | Buy | BlackRock Inc | $85,000 | +49.1% | 166 | +30.7% | 0.05% | +38.2% |
| COLB | New | Columbia Banking System Inc | $85,000 | – | 1,947 | +100.0% | 0.05% | – |
| ABB | Buy | ABB Ltd ADRadr | $84,000 | +127.0% | 3,144 | +108.3% | 0.05% | +113.6% |
| NSC | Buy | Norfolk Southern Corp | $84,000 | +342.1% | 581 | +303.5% | 0.05% | +327.3% |
| FTSL | First Trust Senior Loan ETFetf | $85,000 | 0.0% | 1,765 | 0.0% | 0.05% | -7.8% | |
| LMBS | First Trust Low Duration Opporetf | $85,000 | -1.2% | 1,647 | 0.0% | 0.05% | -7.8% | |
| OLN | Buy | Olin Corp | $84,000 | +71.4% | 2,354 | +64.0% | 0.05% | +62.1% |
| PDT | Sell | JH Premium Dividend Fundclosed end | $84,000 | 0.0% | 4,897 | -2.1% | 0.05% | -6.0% |
| XLP | Sell | Consumer Staples Select Sectoretf | $85,000 | -36.1% | 1,493 | -39.6% | 0.05% | -40.5% |
| PYPL | Buy | PayPal Holdings Inc | $83,000 | +107.5% | 1,130 | +82.3% | 0.05% | +91.7% |
| TSM | Taiwan Semiconductor Manufactuadr | $83,000 | +6.4% | 2,085 | 0.0% | 0.05% | 0.0% | |
| PCAR | Sell | Paccar Inc | $83,000 | -29.7% | 1,164 | -28.8% | 0.05% | -34.3% |
| APD | Sell | Air Products & Chemicals Inc | $83,000 | -37.6% | 503 | -42.7% | 0.05% | -41.8% |
| MFC | Sell | Manulife Financial Corp | $83,000 | +1.2% | 3,985 | -1.2% | 0.05% | -6.1% |
| ET | Energy Transfer Equity LPexchange traded | $83,000 | 0.0% | 4,800 | 0.0% | 0.05% | -6.1% | |
| CME | Sell | CME Group Inc Class A | $79,000 | +5.3% | 544 | -1.3% | 0.04% | -2.2% |
| ED | Buy | Consolidated Edison Inc | $77,000 | +6.9% | 904 | +0.9% | 0.04% | 0.0% |
| MPC | Buy | Marathon Petroleum Corp | $77,000 | +42.6% | 1,168 | +20.9% | 0.04% | +34.4% |
| TIP | iShares TIPS Bondetf | $77,000 | +1.3% | 673 | 0.0% | 0.04% | -4.4% | |
| VOD | Buy | Vodafone Group PLC ADRadr | $77,000 | +285.0% | 2,418 | +235.8% | 0.04% | +258.3% |
| OMC | Omnicom Group Inc | $78,000 | -1.3% | 1,073 | 0.0% | 0.04% | -8.5% | |
| ECL | Buy | Ecolab Inc | $76,000 | +162.1% | 563 | +149.1% | 0.04% | +147.1% |
| AMT | Buy | American Tower Corp | $76,000 | +8.6% | 536 | +5.1% | 0.04% | 0.0% |
| OXY | Sell | Occidental Petroleum Corp | $75,000 | -36.4% | 1,022 | -44.3% | 0.04% | -40.0% |
| DPS | New | Dr Pepper Snapple Group Inc | $74,000 | – | 760 | +100.0% | 0.04% | – |
| TGNA | Sell | Tegna Inc | $73,000 | -5.2% | 5,168 | -10.2% | 0.04% | -13.0% |
| VNTV | Vantiv Inc | $73,000 | +4.3% | 989 | 0.0% | 0.04% | -4.8% | |
| ANTM | Buy | Anthem Inc | $72,000 | +44.0% | 320 | +22.1% | 0.04% | +33.3% |
| GS | Goldman Sachs Group Inc | $72,000 | +7.5% | 282 | 0.0% | 0.04% | 0.0% | |
| SCHF | Buy | Schwab International Equity ETetf | $71,000 | +61.4% | 2,070 | +58.5% | 0.04% | +50.0% |
| RHT | Buy | Red Hat Inc | $70,000 | +84.2% | 585 | +69.6% | 0.04% | +69.6% |
| CHD | Buy | Church & Dwight Company, Inc. | $70,000 | +89.2% | 1,400 | +84.2% | 0.04% | +77.3% |
| APTV | New | Aptiv PLC | $70,000 | – | 824 | +100.0% | 0.04% | – |
| SCHX | Schwab US Large-Cap ETFetf | $71,000 | +6.0% | 1,114 | 0.0% | 0.04% | -2.5% | |
| PFG | Buy | Principal Financial Group | $70,000 | +12.9% | 999 | +4.4% | 0.04% | +5.4% |
| LNC | Lincoln National Corp | $71,000 | +6.0% | 918 | 0.0% | 0.04% | -2.5% | |
| VGT | Vanguard Information Technologetf | $70,000 | +9.4% | 424 | 0.0% | 0.04% | +2.6% | |
| SPLV | PowerShares S&P 500 Low Volatietf | $69,000 | +4.5% | 1,435 | 0.0% | 0.04% | -2.6% | |
| SEIC | New | SEI Investments Company | $68,000 | – | 950 | +100.0% | 0.04% | – |
| SPHD | PowerShares S&P 500 High Div Letf | $68,000 | +3.0% | 1,599 | 0.0% | 0.04% | -2.6% | |
| VRP | PowerShares Variable Rate Prefetf | $68,000 | -1.4% | 2,657 | 0.0% | 0.04% | -7.3% | |
| CNC | Buy | Centene Corp | $68,000 | +100.0% | 670 | +90.3% | 0.04% | +90.0% |
| RTN | Buy | Raytheon Co | $69,000 | +30.2% | 365 | +27.6% | 0.04% | +18.8% |
| NEU | Buy | NewMarket Corp | $68,000 | +1260.0% | 172 | +1333.3% | 0.04% | +1166.7% |
| LH | Buy | Laboratory Corp of America Hld | $66,000 | +214.3% | 411 | +191.5% | 0.04% | +208.3% |
| CASY | New | Casey's General Stores Inc | $67,000 | – | 600 | +100.0% | 0.04% | – |
| SLF | Buy | Sun Life Financial Inc | $67,000 | +17.5% | 1,615 | +13.1% | 0.04% | +8.8% |
| IYG | iShares US Financial Servicesetf | $65,000 | +8.3% | 500 | 0.0% | 0.04% | 0.0% | |
| CBRL | Buy | Cracker Barrel Old Country Sto | $64,000 | +6300.0% | 405 | +8000.0% | 0.04% | +3400.0% |
| FTV | Sell | Fortive Corp | $64,000 | +3.2% | 879 | -0.2% | 0.04% | -5.4% |
| MMC | Buy | Marsh & McLennan Companies Inc | $63,000 | +96.9% | 771 | +100.8% | 0.04% | +84.2% |
| FBHS | Fortune Brands Home & Security | $64,000 | +1.6% | 940 | 0.0% | 0.04% | -5.4% | |
| AXP | Sell | American Express Co | $64,000 | +8.5% | 643 | -2.1% | 0.04% | 0.0% |
| LEN | Lennar Corp | $61,000 | +19.6% | 960 | 0.0% | 0.03% | +13.3% | |
| CRM | Salesforce.com Inc | $62,000 | +8.8% | 609 | 0.0% | 0.03% | 0.0% | |
| BHP | New | BHP Billiton Ltd ADRadr | $61,000 | – | 1,328 | +100.0% | 0.03% | – |
| KRE | SPDR S&P Regional Banking ETFetf | $59,000 | +3.5% | 1,000 | 0.0% | 0.03% | -2.9% | |
| LKQ | Buy | LKQ Corp | $60,000 | +2900.0% | 1,478 | +2688.7% | 0.03% | +3200.0% |
| IGSB | iShares 1-3 Year Credit Bondetf | $59,000 | 0.0% | 563 | 0.0% | 0.03% | -5.7% | |
| PANW | Palo Alto Networks Inc | $60,000 | 0.0% | 417 | 0.0% | 0.03% | -8.3% | |
| IYF | iShares US Financialsetf | $60,000 | +7.1% | 501 | 0.0% | 0.03% | 0.0% | |
| SNI | New | Scripps Networks Interactive I | $59,000 | – | 695 | +100.0% | 0.03% | – |
| TEL | New | TE Connectivity Ltd | $59,000 | – | 625 | +100.0% | 0.03% | – |
| BMO | Buy | Bank of Montreal | $57,000 | +35.7% | 710 | +26.8% | 0.03% | +28.0% |
| HSY | Buy | The Hershey Co | $57,000 | +3.6% | 501 | +0.2% | 0.03% | -3.0% |
| ATHN | Athenahealth Inc | $57,000 | +7.5% | 427 | 0.0% | 0.03% | 0.0% | |
| CCL | Carnival Corp | $57,000 | +1.8% | 860 | 0.0% | 0.03% | -3.0% | |
| IVE | iShares S&P 500 Valueetf | $57,000 | +5.6% | 496 | 0.0% | 0.03% | 0.0% | |
| AEG | Buy | Aegon NV ADRadr | $57,000 | +35.7% | 9,018 | +23.1% | 0.03% | +28.0% |
| APC | Anadarko Petroleum Corp | $57,000 | +9.6% | 1,068 | 0.0% | 0.03% | +3.2% | |
| SCHZ | New | Schwab US Aggregate Bond ETFetf | $58,000 | – | 1,124 | +100.0% | 0.03% | – |
| SKM | Buy | SK Telecom Co Ltd ADRadr | $56,000 | +36.6% | 1,997 | +20.6% | 0.03% | +29.2% |
| ROL | New | Rollins, Inc | $56,000 | – | 1,200 | +100.0% | 0.03% | – |
| NX | Quanex Building Products Corp | $56,000 | +1.8% | 2,407 | 0.0% | 0.03% | -6.1% | |
| MET | Sell | MetLife Inc | $56,000 | -11.1% | 1,104 | -9.4% | 0.03% | -16.2% |
| PCLN | Buy | Priceline Group Inc | $56,000 | +273.3% | 32 | +300.0% | 0.03% | +244.4% |
| RFG | Guggenheim S&P MidCap 400 Pureetf | $55,000 | +5.8% | 359 | 0.0% | 0.03% | -3.2% | |
| CBS | Sell | CBS Corp Class B | $54,000 | 0.0% | 921 | -1.3% | 0.03% | -6.2% |
| DBAW | Deutsche X-trackers MSCI AlWdetf | $55,000 | +3.8% | 1,967 | 0.0% | 0.03% | -6.2% | |
| DLR | Digital Realty Trust Inc | $54,000 | -3.6% | 471 | 0.0% | 0.03% | -9.1% | |
| DNB | Sell | Dun & Bradstreet Corp | $55,000 | -53.4% | 464 | -54.2% | 0.03% | -57.1% |
| FDT | Buy | First Trust Dev Mkts Ex-US Alpetf | $54,000 | +17.4% | 870 | +10.8% | 0.03% | +11.1% |
| QDEF | FlexShares Quality Dividend Deetf | $55,000 | +7.8% | 1,240 | 0.0% | 0.03% | 0.0% | |
| SCHD | Schwab US Dividend Equity ETFetf | $55,000 | +10.0% | 1,077 | 0.0% | 0.03% | 0.0% | |
| HSIC | Buy | Henry Schein Inc | $55,000 | +103.7% | 780 | +136.4% | 0.03% | +87.5% |
| ZTS | Buy | Zoetis Inc | $55,000 | +511.1% | 765 | +466.7% | 0.03% | +500.0% |
| ICF | iShares Cohen & Steers REITetf | $55,000 | 0.0% | 544 | 0.0% | 0.03% | -9.1% | |
| AWK | American Water Works Co Inc | $55,000 | +12.2% | 601 | 0.0% | 0.03% | +3.4% | |
| RDSA | Sell | Royal Dutch Shell PLC ADR Clasadr | $55,000 | -11.3% | 831 | -19.1% | 0.03% | -18.9% |
| STI | Buy | SunTrust Banks Inc | $53,000 | +60.6% | 819 | +49.5% | 0.03% | +45.0% |
| HRS | Harris Corporation | $52,000 | +6.1% | 370 | 0.0% | 0.03% | 0.0% | |
| MTB | M&T Bank Corp | $53,000 | +6.0% | 310 | 0.0% | 0.03% | -3.3% | |
| AWF | AllianceBernstein Glb High Incclosed end | $52,000 | -1.9% | 4,058 | 0.0% | 0.03% | -9.4% | |
| SMFG | Buy | Sumitomo Mitsui Financial Grouadr | $53,000 | +32.5% | 6,058 | +15.4% | 0.03% | +20.8% |
| VWO | Buy | Vanguard FTSE Emerging Marketsetf | $53,000 | +26.2% | 1,165 | +20.2% | 0.03% | +16.0% |
| ROP | Buy | Roper Industries Inc | $53,000 | +430.0% | 203 | +372.1% | 0.03% | +383.3% |
| CNCE | Buy | Concert Pharmaceuticals Inc | $52,000 | +246.7% | 2,000 | +100.0% | 0.03% | +222.2% |
| FNDA | Schwab Fundamental US Small Coetf | $51,000 | +4.1% | 1,338 | 0.0% | 0.03% | -3.4% | |
| LQD | iShares iBoxx $ Invst Grade Cretf | $50,000 | 0.0% | 410 | 0.0% | 0.03% | -6.7% | |
| UPS | United Parcel Service Inc (UPS | $51,000 | 0.0% | 424 | 0.0% | 0.03% | -6.7% | |
| NSA | National Storage Affiliates Tr | $50,000 | +13.6% | 1,830 | 0.0% | 0.03% | +7.7% | |
| GIS | Buy | General Mills Inc | $51,000 | +18.6% | 852 | +1.4% | 0.03% | +7.7% |
| AZN | Sell | AstraZeneca PLC ADRadr | $51,000 | -56.0% | 1,484 | -56.7% | 0.03% | -59.4% |
| XHB | SPDR S&P Homebuilders ETFetf | $50,000 | +11.1% | 1,132 | 0.0% | 0.03% | +3.7% | |
| BBT | Buy | BB&T Corp | $48,000 | +380.0% | 965 | +359.5% | 0.03% | +350.0% |
| WPC | New | W.P. Carey & Co LLC | $48,000 | – | 703 | +100.0% | 0.03% | – |
| SYF | Buy | Synchrony Financial | $49,000 | +40.0% | 1,269 | +11.5% | 0.03% | +28.6% |
| JBHT | New | JB Hunt Transport Services Inc | $48,000 | – | 415 | +100.0% | 0.03% | – |
| MCK | Buy | McKesson Corp | $48,000 | +4.3% | 307 | +3.4% | 0.03% | 0.0% |
| BCE | Buy | BCE Inc | $49,000 | +22.5% | 1,031 | +21.3% | 0.03% | +12.5% |
| PBYI | Puma Biotechnology Inc | $49,000 | -18.3% | 500 | 0.0% | 0.03% | -25.0% | |
| GWW | W W Grainger Inc | $47,000 | +30.6% | 200 | 0.0% | 0.03% | +23.8% | |
| VPU | Vanguard Utilities ETFetf | $47,000 | -2.1% | 407 | 0.0% | 0.03% | -10.3% | |
| HEP | Holly Energy Partners LPexchange traded | $47,000 | -2.1% | 1,440 | 0.0% | 0.03% | -10.3% | |
| GER | Goldman Sachs MLP and Energy Rclosed end | $47,000 | -11.3% | 7,573 | 0.0% | 0.03% | -18.8% | |
| KMI | Buy | Kinder Morgan, Inc. | $45,000 | -4.3% | 2,463 | +0.0% | 0.02% | -10.7% |
| PRA | New | ProAssurance Corp | $46,000 | – | 803 | +100.0% | 0.02% | – |
| COF | Capital One Financial Corp | $45,000 | +18.4% | 451 | 0.0% | 0.02% | +8.7% | |
| UL | Sell | Unilever PLC ADRadr | $46,000 | -20.7% | 824 | -17.4% | 0.02% | -26.5% |
| CSX | Buy | CSX Corp | $45,000 | +2.3% | 811 | +0.2% | 0.02% | -3.8% |
| IUSV | New | iShares Core US Valueetf | $45,000 | – | 816 | +100.0% | 0.02% | – |
| GDV | Gabelli Dividend & Incomeclosed end | $43,000 | +4.9% | 1,850 | 0.0% | 0.02% | 0.0% | |
| TSN | Buy | Tyson Foods Inc Class A | $44,000 | +300.0% | 547 | +250.6% | 0.02% | +242.9% |
| FNDF | Schwab Fundamental Internationetf | $44,000 | +2.3% | 1,441 | 0.0% | 0.02% | -7.7% | |
| HCP | Sell | HCP Inc | $43,000 | -34.8% | 1,667 | -30.2% | 0.02% | -38.5% |
| SU | Sell | Suncor Energy Inc | $44,000 | -51.1% | 1,193 | -53.4% | 0.02% | -55.6% |
| VTR | Ventas Inc | $44,000 | -8.3% | 730 | 0.0% | 0.02% | -17.2% | |
| COO | Buy | Cooper Companies | $43,000 | 0.0% | 198 | +8.2% | 0.02% | -7.7% |
| XLY | Consumer Discret Sel Sect SPDRetf | $43,000 | +10.3% | 433 | 0.0% | 0.02% | +4.3% | |
| PNC | Buy | PNC Financial Services Group I | $44,000 | +15.8% | 303 | +7.8% | 0.02% | +4.3% |
| OA | Orbital ATK Inc | $43,000 | 0.0% | 325 | 0.0% | 0.02% | -7.7% | |
| POST | Post Holdings Inc | $41,000 | -10.9% | 517 | 0.0% | 0.02% | -14.8% | |
| NRT | North European Oil Royalty Tru | $41,000 | 0.0% | 5,932 | 0.0% | 0.02% | -4.2% | |
| SCHV | Schwab US Large-Cap Value ETFetf | $41,000 | +5.1% | 750 | 0.0% | 0.02% | 0.0% | |
| HAP | New | VanEck Vectors Natural Resourcetf | $42,000 | – | 1,138 | +100.0% | 0.02% | – |
| SJM | JM Smucker Co | $41,000 | +17.1% | 332 | 0.0% | 0.02% | +9.5% | |
| IR | Ingersoll-Rand PLC | $41,000 | 0.0% | 464 | 0.0% | 0.02% | -4.2% | |
| WU | Buy | Western Union Co | $42,000 | 0.0% | 2,224 | +2.2% | 0.02% | -8.0% |
| SLB | Buy | Schlumberger NV | $39,000 | +34.5% | 584 | +40.0% | 0.02% | +29.4% |
| CARS | Sell | Cars.com Inc | $40,000 | -21.6% | 1,383 | -27.9% | 0.02% | -26.7% |
| ORI | New | Old Republic International Cor | $39,000 | – | 1,834 | +100.0% | 0.02% | – |
| NVS | Sell | Novartis AG ADRadr | $39,000 | -53.6% | 465 | -52.6% | 0.02% | -56.0% |
| RE | Everest Reins Hldgs Inc | $40,000 | -2.4% | 180 | 0.0% | 0.02% | -8.3% | |
| TLK | Buy | Telekomunikasi Indonesia (Persadr | $39,000 | 0.0% | 1,222 | +8.3% | 0.02% | -4.3% |
| PCI | PIMCO Dynamic Credit and Mortgclosed end | $39,000 | -2.5% | 1,750 | 0.0% | 0.02% | -8.3% | |
| THG | Hanover Insurance Group Inc | $40,000 | +11.1% | 370 | 0.0% | 0.02% | +4.8% | |
| KEY | KeyCorp | $40,000 | +5.3% | 2,001 | 0.0% | 0.02% | -4.3% | |
| EMLC | New | VanEck Vectors JP Morgan EM LCetf | $38,000 | – | 2,024 | +100.0% | 0.02% | – |
| AGN | Buy | Allergan PLC | $38,000 | -13.6% | 232 | +8.4% | 0.02% | -19.2% |
| BPL | Buckeye Partners LPexchange traded | $38,000 | -13.6% | 765 | 0.0% | 0.02% | -19.2% | |
| NS | NuStar Energy, L.P.exchange traded | $38,000 | -26.9% | 1,275 | 0.0% | 0.02% | -32.3% | |
| FDX | Fedex Corp | $38,000 | +8.6% | 153 | 0.0% | 0.02% | 0.0% | |
| PRU | Prudential Financial Inc | $38,000 | +8.6% | 328 | 0.0% | 0.02% | 0.0% | |
| SCHA | Buy | Schwab US Small-Cap ETFetf | $38,000 | +153.3% | 546 | +148.2% | 0.02% | +133.3% |
| SNY | Sell | Sanofi ADRadr | $38,000 | -20.8% | 895 | -8.1% | 0.02% | -27.6% |
| MIDD | The Middleby Corp | $36,000 | +5.9% | 264 | 0.0% | 0.02% | 0.0% | |
| FMS | New | Fresenius Medical Care AG & Coadr | $36,000 | – | 680 | +100.0% | 0.02% | – |
| NOK | Sell | Nokia Oyj ADRadr | $36,000 | -32.1% | 7,800 | -11.4% | 0.02% | -37.5% |
| SCHB | New | Schwab US Broad Market ETFetf | $36,000 | – | 559 | +100.0% | 0.02% | – |
| PRGO | Perrigo Co PLC | $37,000 | +2.8% | 420 | 0.0% | 0.02% | -4.8% | |
| ALL | Allstate Corp | $36,000 | +16.1% | 342 | 0.0% | 0.02% | +11.1% | |
| MGA | Buy | Magna International Inc Class | $37,000 | +8.8% | 654 | +1.6% | 0.02% | 0.0% |
| WEN | Wendy's Co Class A | $37,000 | +5.7% | 2,275 | 0.0% | 0.02% | -4.8% | |
| PDCO | Patterson Companies Inc | $36,000 | -7.7% | 1,000 | 0.0% | 0.02% | -13.0% | |
| BUD | Anheuser-Busch Inbev SA ADRadr | $34,000 | -5.6% | 305 | 0.0% | 0.02% | -9.5% | |
| VSS | Buy | Vanguard FTSE All-World ex-USetf | $35,000 | +288.9% | 295 | +268.8% | 0.02% | +280.0% |
| SPLK | Sell | Splunk Inc | $35,000 | +6.1% | 421 | -15.8% | 0.02% | -5.0% |
| TRP | TransCanada Corp | $34,000 | -2.9% | 708 | 0.0% | 0.02% | -9.5% | |
| GARD | New | Reality Shares ETFetf | $35,000 | – | 1,398 | +100.0% | 0.02% | – |
| EPC | Edgewell Personal Care Co | $34,000 | -17.1% | 567 | 0.0% | 0.02% | -20.8% | |
| XLRE | Real Estate Select Sector SPDRetf | $35,000 | +2.9% | 1,062 | 0.0% | 0.02% | -5.0% | |
| BCS | New | Barclays PLC ADRadr | $33,000 | – | 3,000 | +100.0% | 0.02% | – |
| XHR | Xenia Hotels & Resorts Inc | $32,000 | +3.2% | 1,468 | 0.0% | 0.02% | 0.0% | |
| HQL | Tekla Life Sciences Investorsclosed end | $33,000 | -8.3% | 1,670 | 0.0% | 0.02% | -14.3% | |
| DLTR | Dollar Tree Stores Inc | $33,000 | +22.2% | 310 | 0.0% | 0.02% | +12.5% | |
| AER | Buy | AerCap Holdings NV | $33,000 | +371.4% | 629 | +387.6% | 0.02% | +350.0% |
| NICE | New | NICE-Systems Ltd ADRadr | $32,000 | – | 350 | +100.0% | 0.02% | – |
| WBK | New | Westpac Banking Corporationadr | $32,000 | – | 1,300 | +100.0% | 0.02% | – |
| SLCA | US Silica Holdings Inc | $33,000 | +6.5% | 1,000 | 0.0% | 0.02% | 0.0% | |
| FNDE | Schwab Fundamental Emerging Maetf | $32,000 | +3.2% | 1,085 | 0.0% | 0.02% | 0.0% | |
| DIVY | New | Reality Shares DIVS ETFetf | $30,000 | – | 1,135 | +100.0% | 0.02% | – |
| ILMN | New | Illumina Inc | $31,000 | – | 141 | +100.0% | 0.02% | – |
| QCOM | Qualcomm Inc | $31,000 | +24.0% | 484 | 0.0% | 0.02% | +13.3% | |
| XLB | Materials Select Sector SPDR Eetf | $30,000 | +7.1% | 492 | 0.0% | 0.02% | 0.0% | |
| VFH | Vanguard Financials ETFetf | $31,000 | +6.9% | 442 | 0.0% | 0.02% | 0.0% | |
| REGN | Regeneron Pharmaceuticals Inc | $30,000 | -14.3% | 79 | 0.0% | 0.02% | -19.0% | |
| FAST | Buy | Fastenal Co | $30,000 | +328.6% | 551 | +264.9% | 0.02% | +325.0% |
| SPGI | S&P Global Inc | $31,000 | +6.9% | 183 | 0.0% | 0.02% | 0.0% | |
| WTFC | Wintrust Financial Corp | $31,000 | +6.9% | 372 | 0.0% | 0.02% | 0.0% | |
| ECC | Buy | Eagle Point Credit Co LLCclosed end | $30,000 | -6.2% | 1,619 | +3.1% | 0.02% | -10.5% |
| IQV | New | IQVIA Holdings Inc | $30,000 | – | 309 | +100.0% | 0.02% | – |
| DCO | Ducommun Inc | $30,000 | -11.8% | 1,050 | 0.0% | 0.02% | -15.0% | |
| ITA | iShares US Aerospace & Defenseetf | $29,000 | +7.4% | 153 | 0.0% | 0.02% | 0.0% | |
| WSR | Whitestone REIT Class B | $29,000 | +11.5% | 2,000 | 0.0% | 0.02% | +6.7% | |
| ING | New | ING Groep N.V. ADRadr | $28,000 | – | 1,500 | +100.0% | 0.02% | – |
| APLP | Archrock Partners LPexchange traded | $28,000 | -15.2% | 2,325 | 0.0% | 0.02% | -20.0% | |
| SNA | Snap-on Inc | $29,000 | +16.0% | 166 | 0.0% | 0.02% | +6.7% | |
| IUSG | New | iShares Core US Growthetf | $28,000 | – | 516 | +100.0% | 0.02% | – |
| FEYE | FireEye Inc | $28,000 | -17.6% | 2,000 | 0.0% | 0.02% | -20.0% | |
| DUK | Sell | Duke Energy Corporation | $29,000 | -77.0% | 342 | -77.3% | 0.02% | -78.7% |
| RPAI | Retail Properties of America I | $28,000 | +3.7% | 2,062 | 0.0% | 0.02% | 0.0% | |
| WPP | Sell | WPP PLC ADRadr | $28,000 | -30.0% | 307 | -29.3% | 0.02% | -33.3% |
| TRUP | Trupanion Inc | $29,000 | +11.5% | 1,000 | 0.0% | 0.02% | +6.7% | |
| CPB | Campbell Soup Co | $29,000 | 0.0% | 613 | 0.0% | 0.02% | -5.9% | |
| MLPI | UBS ETRACS Alerian MLP Infrasetf | $27,000 | -3.6% | 1,107 | 0.0% | 0.02% | -11.8% | |
| FGPRQ | Sell | Ferrellgas Partners LPexchange traded | $27,000 | -18.2% | 6,289 | -3.1% | 0.02% | -25.0% |
| PLD | Buy | Prologis Inc | $27,000 | +12.5% | 426 | +12.1% | 0.02% | +7.1% |
| EFX | Equifax Inc | $27,000 | +8.0% | 232 | 0.0% | 0.02% | 0.0% | |
| MKL | Markel Corporation | $27,000 | +3.8% | 24 | 0.0% | 0.02% | 0.0% | |
| ENR | New | Energizer Holdings Inc | $27,000 | – | 567 | +100.0% | 0.02% | – |
| PUK | Buy | Prudential PLC ADRadr | $27,000 | +2600.0% | 537 | +1888.9% | 0.02% | +1400.0% |
| PNW | Pinnacle West Capital Corp | $27,000 | +3.8% | 312 | 0.0% | 0.02% | 0.0% | |
| X | New | United States Steel Corp | $27,000 | – | 775 | +100.0% | 0.02% | – |
| CP | Sell | Canadian Pacific Railway Ltd | $27,000 | 0.0% | 150 | -6.8% | 0.02% | -6.2% |
| ENB | Buy | Enbridge Inc | $26,000 | -3.7% | 670 | +3.1% | 0.01% | -12.5% |
| GLOP | GasLog Partners LPexchange traded | $25,000 | +8.7% | 1,000 | 0.0% | 0.01% | 0.0% | |
| IFF | International Flavors & Fragra | $26,000 | +8.3% | 170 | 0.0% | 0.01% | 0.0% | |
| XEL | Buy | Xcel Energy Inc | $26,000 | +4.0% | 533 | +0.4% | 0.01% | -6.7% |
| SCHH | New | Schwab US REIT ETFetf | $26,000 | – | 619 | +100.0% | 0.01% | – |
| GSK | GlaxoSmithKline PLC ADRadr | $25,000 | -10.7% | 700 | 0.0% | 0.01% | -17.6% | |
| PKB | New | PowerShares Dynamic Building &etf | $26,000 | – | 750 | +100.0% | 0.01% | – |
| LULU | Lululemon Athletica Inc | $24,000 | +26.3% | 300 | 0.0% | 0.01% | +18.2% | |
| VV | Vanguard Large-Cap ETFetf | $24,000 | +4.3% | 198 | 0.0% | 0.01% | -7.1% | |
| FNDC | Schwab Fundamental Intl Sm Coetf | $23,000 | +4.5% | 642 | 0.0% | 0.01% | 0.0% | |
| TRI | Sell | Thomson Reuters Corp | $23,000 | -52.1% | 524 | -50.2% | 0.01% | -55.2% |
| BDX | Buy | Becton Dickinson & Co | $23,000 | +21.1% | 105 | +8.2% | 0.01% | +18.2% |
| NOC | Northrop Grumman Corp | $23,000 | +4.5% | 76 | 0.0% | 0.01% | 0.0% | |
| PXSV | PowerShares Russell 2000 Pureetf | $23,000 | 0.0% | 750 | 0.0% | 0.01% | -7.1% | |
| HAL | Buy | Halliburton Co | $23,000 | +360.0% | 472 | +296.6% | 0.01% | +333.3% |
| BBL | New | BHP Billiton PLC ADRadr | $23,000 | – | 570 | +100.0% | 0.01% | – |
| CAH | Cardinal Health Inc | $24,000 | -7.7% | 388 | 0.0% | 0.01% | -13.3% | |
| EXC | Exelon Corp | $23,000 | +4.5% | 590 | 0.0% | 0.01% | 0.0% | |
| RY | Royal Bank of Canada | $24,000 | +4.3% | 300 | 0.0% | 0.01% | -7.1% | |
| VOX | Vanguard Telecommunication Seretf | $23,000 | 0.0% | 250 | 0.0% | 0.01% | -7.1% | |
| ZBH | Zimmer Biomet Holdings Inc | $23,000 | +4.5% | 190 | 0.0% | 0.01% | 0.0% | |
| HMC | Sell | Honda Motor Co Ltd ADRadr | $23,000 | -46.5% | 670 | -54.4% | 0.01% | -50.0% |
| BIDU | Sell | Baidu Inc ADRadr | $23,000 | -20.7% | 100 | -16.0% | 0.01% | -23.5% |
| SCZ | iShares MSCI EAFE Small-Capetf | $21,000 | +5.0% | 330 | 0.0% | 0.01% | 0.0% | |
| DCMYY | Sell | NTT DoCoMo Incorporatedadr | $22,000 | -47.6% | 920 | -50.0% | 0.01% | -52.0% |
| AKBA | Akebia Therapeutics Inc | $22,000 | -26.7% | 1,500 | 0.0% | 0.01% | -33.3% | |
| HZNP | Sell | Horizon Pharma PLC | $22,000 | -31.2% | 1,500 | -40.0% | 0.01% | -36.8% |
| CINF | Buy | Cincinnati Financial Corp | $21,000 | 0.0% | 281 | +1.4% | 0.01% | 0.0% |
| AXL | American Axle & Mfg Holdings I | $21,000 | 0.0% | 1,208 | 0.0% | 0.01% | 0.0% | |
| CHU | New | China Unicom (Hong Kong) Ltd Aadr | $22,000 | – | 1,640 | +100.0% | 0.01% | – |
| MS | Morgan Stanley | $22,000 | +10.0% | 415 | 0.0% | 0.01% | 0.0% | |
| SEE | Sealed Air Corp | $22,000 | +15.8% | 448 | 0.0% | 0.01% | +9.1% | |
| HPE | Hewlett Packard Enterprise Co | $22,000 | 0.0% | 1,513 | 0.0% | 0.01% | -7.7% | |
| SO | Southern Co | $21,000 | 0.0% | 433 | 0.0% | 0.01% | 0.0% | |
| TEX | New | Terex Corp | $21,000 | – | 430 | +100.0% | 0.01% | – |
| RF | Buy | Regions Financial Corp | $20,000 | +25.0% | 1,147 | +9.9% | 0.01% | +10.0% |
| E | New | Eni S P A Sponsored ADRadr | $20,000 | – | 600 | +100.0% | 0.01% | – |
| QSR | Restaurant Brands Internationa | $20,000 | -4.8% | 325 | 0.0% | 0.01% | -8.3% | |
| DVMT | Dell Technologies Inc V | $19,000 | +5.6% | 234 | 0.0% | 0.01% | 0.0% | |
| BOH | Buy | Bank of Hawaii Corp | $19,000 | +5.6% | 227 | +3.7% | 0.01% | 0.0% |
| FELE | Franklin Electric Co | $19,000 | +5.6% | 411 | 0.0% | 0.01% | 0.0% | |
| TCF | TCF Financial Corp | $20,000 | +17.6% | 1,000 | 0.0% | 0.01% | +10.0% | |
| NUE | Buy | Nucor Corp | $20,000 | +17.6% | 310 | +4.7% | 0.01% | +10.0% |
| AIG | American International Group I | $20,000 | 0.0% | 329 | 0.0% | 0.01% | -8.3% | |
| ETFC | Buy | E Trade Financial Corp | $19,000 | +850.0% | 376 | +916.2% | 0.01% | +1000.0% |
| PXF | PowerShares FTSE RAFI Dev Mktsetf | $20,000 | 0.0% | 442 | 0.0% | 0.01% | -8.3% | |
| AFL | Sell | Aflac Inc | $19,000 | -77.1% | 216 | -78.9% | 0.01% | -77.6% |
| EOG | EOG Resources Inc | $20,000 | +11.1% | 184 | 0.0% | 0.01% | 0.0% | |
| PCRX | Pacira Pharmaceuticals Inc | $20,000 | +25.0% | 428 | 0.0% | 0.01% | +10.0% | |
| SLX | New | Market Vectors Steel ETFetf | $20,000 | – | 439 | +100.0% | 0.01% | – |
| FLS | Flowserve Corp | $19,000 | 0.0% | 452 | 0.0% | 0.01% | 0.0% | |
| BK | Bank of New York Mellon Corp | $18,000 | 0.0% | 337 | 0.0% | 0.01% | -9.1% | |
| HEI | Buy | Heico Corp | $18,000 | +12.5% | 187 | +3.9% | 0.01% | 0.0% |
| TRV | Travelers Companies Inc | $18,000 | +12.5% | 132 | 0.0% | 0.01% | 0.0% | |
| FCAU | Fiat Chrysler Automobiles NV | $18,000 | 0.0% | 1,000 | 0.0% | 0.01% | -9.1% | |
| SLV | New | iShares Silver Trustetf | $18,000 | – | 1,127 | +100.0% | 0.01% | – |
| SPH | Buy | Suburban Propane Partners LPexchange traded | $18,000 | +28.6% | 728 | +31.6% | 0.01% | +25.0% |
| VLO | Sell | Valero Energy Corp | $18,000 | -48.6% | 193 | -57.6% | 0.01% | -52.4% |
| WY | Buy | Weyerhaeuser Co | $18,000 | +5.9% | 523 | +4.2% | 0.01% | 0.0% |
| SPG | Simon Property Group Inc | $17,000 | +6.2% | 97 | 0.0% | 0.01% | -10.0% | |
| PHG | Royal Philips NV ADRadr | $17,000 | -10.5% | 453 | 0.0% | 0.01% | -18.2% | |
| FTNT | Fortinet Inc | $17,000 | +21.4% | 400 | 0.0% | 0.01% | +12.5% | |
| LUV | Southwest Airlines Co | $16,000 | +23.1% | 238 | 0.0% | 0.01% | +12.5% | |
| KSS | Sell | Kohl's Corp | $16,000 | -42.9% | 292 | -52.7% | 0.01% | -47.1% |
| MDYG | SPDR S&P 400 Mid Cap Growth ETetf | $16,000 | +6.7% | 100 | 0.0% | 0.01% | 0.0% | |
| MAR | Marriott International Inc Cla | $17,000 | +21.4% | 128 | 0.0% | 0.01% | +12.5% | |
| ECHO | Sell | Echo Global Logistics Inc | $17,000 | -10.5% | 600 | -40.0% | 0.01% | -18.2% |
| A | Agilent Technologies Inc | $16,000 | +6.7% | 235 | 0.0% | 0.01% | 0.0% | |
| BMS | Buy | Bemis Co Inc | $16,000 | +6.7% | 340 | +6.2% | 0.01% | 0.0% |
| FUN | Buy | Cedar Fair LPexchange traded | $17,000 | +6.2% | 261 | +4.0% | 0.01% | -10.0% |
| GLP | Global Partners LPexchange traded | $17,000 | 0.0% | 1,000 | 0.0% | 0.01% | -10.0% | |
| FNDB | New | Schwab Fundamental US Broad Maetf | $16,000 | – | 433 | +100.0% | 0.01% | – |
| CHTR | Sell | Charter Communications Inc New | $16,000 | -23.8% | 48 | -15.8% | 0.01% | -25.0% |
| MCO | Moody's Corporation | $14,000 | +7.7% | 92 | 0.0% | 0.01% | 0.0% | |
| TYG | Sell | Tortoise Energy Infrastructureclosed end | $15,000 | -51.6% | 513 | -52.0% | 0.01% | -55.6% |
| DLPH | New | Delphi Technologies PLC | $14,000 | – | 274 | +100.0% | 0.01% | – |
| HCA | HCA Holdings Inc | $14,000 | +7.7% | 158 | 0.0% | 0.01% | 0.0% | |
| TRU | TransUnion | $15,000 | +15.4% | 274 | 0.0% | 0.01% | 0.0% | |
| DXC | Buy | DXC Technology Co. | $15,000 | +36.4% | 161 | +24.8% | 0.01% | +14.3% |
| VRTX | Vertex Pharmaceuticals Inc | $15,000 | 0.0% | 100 | 0.0% | 0.01% | -11.1% | |
| MCHP | Buy | Microchip Technology Inc | $14,000 | +100.0% | 163 | +123.3% | 0.01% | +100.0% |
| VB | Vanguard Small-Cap ETFetf | $14,000 | 0.0% | 96 | 0.0% | 0.01% | 0.0% | |
| ALLE | Allegion PLC | $14,000 | -12.5% | 181 | 0.0% | 0.01% | -20.0% | |
| IWS | iShares Russell Mid-Cap Valueetf | $14,000 | 0.0% | 162 | 0.0% | 0.01% | 0.0% | |
| PH | Buy | Parker Hannifin Corp | $14,000 | +27.3% | 68 | +11.5% | 0.01% | +14.3% |
| SCHW | Charles Schwab Corp | $14,000 | +16.7% | 273 | 0.0% | 0.01% | +14.3% | |
| CI | Buy | Cigna Corp | $14,000 | +40.0% | 70 | +29.6% | 0.01% | +33.3% |
| ARNA | Buy | Arena Pharmaceuticals Inc | $14,000 | +75.0% | 405 | +26.6% | 0.01% | +60.0% |
| DON | Buy | WisdomTree MidCap Dividend ETFetf | $15,000 | +15.4% | 412 | +221.9% | 0.01% | 0.0% |
| BGCP | BGC Partners Inc | $15,000 | +7.1% | 1,000 | 0.0% | 0.01% | 0.0% | |
| NZF | Nuveen Dividend Advantage Municlosed end | $15,000 | 0.0% | 1,000 | 0.0% | 0.01% | -11.1% | |
| OPK | Opko Health Inc. | $14,000 | -26.3% | 2,825 | 0.0% | 0.01% | -27.3% | |
| HEIA | Buy | Heico Corp Class A | $15,000 | +7.1% | 187 | +4.5% | 0.01% | 0.0% |
| STT | State Street Corp | $12,000 | +9.1% | 119 | 0.0% | 0.01% | 0.0% | |
| LNT | Alliant Energy Corp | $13,000 | +8.3% | 300 | 0.0% | 0.01% | 0.0% | |
| ABC | Sell | AmerisourceBergen Corp | $13,000 | +8.3% | 138 | -1.4% | 0.01% | 0.0% |
| GOLD | Barrick Gold Corp | $12,000 | -14.3% | 854 | 0.0% | 0.01% | -12.5% | |
| BSX | Boston Scientific Inc | $13,000 | -13.3% | 524 | 0.0% | 0.01% | -22.2% | |
| ERIC | New | LM Ericsson Telephone Companyadr | $13,000 | – | 2,000 | +100.0% | 0.01% | – |
| FLR | Fluor Corp | $13,000 | +30.0% | 248 | 0.0% | 0.01% | +16.7% | |
| HPQ | Buy | HP Inc | $13,000 | +44.4% | 610 | +31.7% | 0.01% | +40.0% |
| IEFA | iShares Core MSCI EAFEetf | $12,000 | +9.1% | 175 | 0.0% | 0.01% | 0.0% | |
| LDOS | Buy | Leidos Holdings Inc | $13,000 | +44.4% | 194 | +33.8% | 0.01% | +40.0% |
| NVDA | Sell | NVIDIA Corp | $12,000 | -74.5% | 64 | -75.8% | 0.01% | -75.0% |
| RPM | RPM International Inc | $12,000 | 0.0% | 233 | 0.0% | 0.01% | 0.0% | |
| ROK | Buy | Rockwell Automation Inc | $13,000 | +30.0% | 66 | +13.8% | 0.01% | +16.7% |
| EWX | New | SPDR S&P Emerging Markets Smaletf | $13,000 | – | 252 | +100.0% | 0.01% | – |
| SJR | New | Shaw Communications Inc. Non-v | $13,000 | – | 552 | +100.0% | 0.01% | – |
| USO | United States Oiletf | $12,000 | +9.1% | 1,012 | 0.0% | 0.01% | 0.0% | |
| OIH | New | VanEck Vectors Oil Services ETetf | $12,000 | – | 458 | +100.0% | 0.01% | – |
| IVZ | Buy | Invesco Ltd | $13,000 | +8.3% | 346 | +0.9% | 0.01% | 0.0% |
| SCI | Buy | Service Corp International Inc | $10,000 | +66.7% | 274 | +45.7% | 0.01% | +50.0% |
| SCHC | Schwab International Small-Capetf | $10,000 | 0.0% | 271 | 0.0% | 0.01% | 0.0% | |
| HAS | Hasbro Inc | $10,000 | -9.1% | 108 | 0.0% | 0.01% | -14.3% | |
| HIG | Hartford Financial Services Gr | $11,000 | 0.0% | 201 | 0.0% | 0.01% | -14.3% | |
| NOW | Sell | ServiceNow Inc | $11,000 | 0.0% | 84 | -12.5% | 0.01% | -14.3% |
| FIS | Fidelity National Information | $10,000 | 0.0% | 104 | 0.0% | 0.01% | 0.0% | |
| CX | Cemex SAB de CV ADRadr | $11,000 | -15.4% | 1,429 | 0.0% | 0.01% | -25.0% | |
| DVN | Buy | Devon Energy Corp | $10,000 | +400.0% | 253 | +502.4% | 0.01% | +500.0% |
| IT | New | Gartner Inc Class A | $10,000 | – | 85 | +100.0% | 0.01% | – |
| RMD | New | Resmed Inc | $11,000 | – | 129 | +100.0% | 0.01% | – |
| CSGP | New | CoStar Group Inc | $10,000 | – | 32 | +100.0% | 0.01% | – |
| URI | Buy | United Rentals Inc | $10,000 | +100.0% | 56 | +60.0% | 0.01% | +100.0% |
| PSA | Public Storage | $11,000 | -8.3% | 54 | 0.0% | 0.01% | -14.3% | |
| FE | Buy | FirstEnergy Corp | $11,000 | +120.0% | 367 | +139.9% | 0.01% | +100.0% |
| TUSA | New | First Trust Total US Market Aletf | $11,000 | – | 323 | +100.0% | 0.01% | – |
| ANSS | New | Ansys Inc | $11,000 | – | 73 | +100.0% | 0.01% | – |
| TCBI | Buy | Texas Capital Bancshares Inc | $10,000 | +11.1% | 117 | +13.6% | 0.01% | +20.0% |
| ADSK | Buy | Autodesk Inc | $11,000 | 0.0% | 103 | +4.0% | 0.01% | -14.3% |
| WYNN | Buy | Wynn Resorts Ltd | $10,000 | +100.0% | 58 | +61.1% | 0.01% | +100.0% |
| ANCX | Access National Corp | $11,000 | 0.0% | 399 | 0.0% | 0.01% | -14.3% | |
| DHI | New | DR Horton Inc | $10,000 | – | 198 | +100.0% | 0.01% | – |
| WMB | Williams Companies Inc | $10,000 | +11.1% | 312 | 0.0% | 0.01% | +20.0% | |
| LLL | L3 Technologies Inc | $10,000 | +11.1% | 50 | 0.0% | 0.01% | +20.0% | |
| LB | L Brands Inc | $10,000 | +42.9% | 168 | 0.0% | 0.01% | +50.0% | |
| NFX | Newfield Exploration Co | $10,000 | +11.1% | 319 | 0.0% | 0.01% | +20.0% | |
| IJK | iShares S&P Mid-Cap 400 Growthetf | $10,000 | 0.0% | 47 | 0.0% | 0.01% | 0.0% | |
| IGN | North American Tech-Multimediaetf | $10,000 | +11.1% | 199 | 0.0% | 0.01% | +20.0% | |
| FLOW | SPX FLOW Inc | $10,000 | +25.0% | 211 | 0.0% | 0.01% | +20.0% | |
| EMN | Buy | Eastman Chemical Co | $11,000 | +450.0% | 120 | +344.4% | 0.01% | +500.0% |
| BIVV | Buy | Bioverativ Inc | $11,000 | +37.5% | 200 | +35.1% | 0.01% | +20.0% |
| MU | Sell | Micron Technology Inc | $11,000 | 0.0% | 269 | -4.9% | 0.01% | -14.3% |
| MIY | Buy | BlackRock MuniYield MI Qualityclosed end | $10,000 | +150.0% | 726 | +142.0% | 0.01% | +200.0% |
| PDN | PowerShares FTSE RAFI Developeetf | $10,000 | +11.1% | 278 | 0.0% | 0.01% | +20.0% | |
| AGI | Alamos Gold Inc | $10,000 | 0.0% | 1,473 | 0.0% | 0.01% | 0.0% | |
| CBRE | CBRE Group Inc | $10,000 | +11.1% | 238 | 0.0% | 0.01% | +20.0% | |
| ROLL | New | RBC Bearings Inc | $9,000 | – | 75 | +100.0% | 0.01% | – |
| SRE | Sempra Energy | $9,000 | 0.0% | 83 | 0.0% | 0.01% | 0.0% | |
| CF | CF Industries Holdings Inc | $9,000 | +28.6% | 202 | 0.0% | 0.01% | +25.0% | |
| KR | Sell | Kroger Co | $9,000 | -60.9% | 345 | -70.1% | 0.01% | -64.3% |
| STLD | Steel Dynamics Inc | $9,000 | +28.6% | 208 | 0.0% | 0.01% | +25.0% | |
| SIVB | New | SVB Financial Group | $9,000 | – | 39 | +100.0% | 0.01% | – |
| IJJ | iShares S&P Mid-Cap 400 Valueetf | $9,000 | 0.0% | 56 | 0.0% | 0.01% | 0.0% | |
| TSCO | Tractor Supply Co | $9,000 | +12.5% | 121 | 0.0% | 0.01% | 0.0% | |
| MAS | Sell | Masco Corp | $9,000 | 0.0% | 195 | -11.0% | 0.01% | 0.0% |
| CYS | Buy | CYS Investments Inc | $9,000 | 0.0% | 1,092 | +6.1% | 0.01% | 0.0% |
| TAP | Molson Coors Brewing Co | $9,000 | 0.0% | 113 | 0.0% | 0.01% | 0.0% | |
| SGOL | ETFS Physical Swiss Goldetf | $9,000 | 0.0% | 73 | 0.0% | 0.01% | 0.0% | |
| SBAC | SBA Communications Corp | $9,000 | +12.5% | 57 | 0.0% | 0.01% | 0.0% | |
| NUM | New | Nuveen MI Quality Income Municlosed end | $9,000 | – | 670 | +100.0% | 0.01% | – |
| THQ | Sell | Tekla Healthcare Opportunitiesclosed end | $9,000 | -67.9% | 500 | -66.7% | 0.01% | -70.6% |
| MHK | New | Mohawk Industries Inc | $8,000 | – | 30 | +100.0% | 0.00% | – |
| FDC | First Data Corp | $8,000 | 0.0% | 455 | 0.0% | 0.00% | -20.0% | |
| FSLR | Sell | First Solar Inc | $8,000 | +33.3% | 125 | -1.6% | 0.00% | 0.0% |
| MFGP | Micro Focus International PLCadr | $7,000 | 0.0% | 207 | 0.0% | 0.00% | 0.0% | |
| HII | Huntington Ingalls Industries | $8,000 | 0.0% | 35 | 0.0% | 0.00% | -20.0% | |
| HBAN | Sell | Huntington Bancshares Inc | $7,000 | 0.0% | 457 | -13.6% | 0.00% | 0.0% |
| HST | Host Hotels & Resorts Inc | $8,000 | +14.3% | 394 | 0.0% | 0.00% | 0.0% | |
| HES | Sell | Hess Corp | $8,000 | 0.0% | 162 | -1.2% | 0.00% | -20.0% |
| ALXN | Alexion Pharmaceuticals Inc | $8,000 | -11.1% | 65 | 0.0% | 0.00% | -20.0% | |
| CWH | New | Camping World Holdings Inc A | $7,000 | – | 149 | +100.0% | 0.00% | – |
| WDC | Western Digital Corp | $7,000 | -12.5% | 91 | 0.0% | 0.00% | -20.0% | |
| ROBO | Robo Global Robotics&Automatioetf | $8,000 | +14.3% | 190 | 0.0% | 0.00% | 0.0% | |
| NRG | Buy | NRG Energy Inc | $7,000 | +133.3% | 249 | +85.8% | 0.00% | +100.0% |
| SILC | Silicom Ltd | $8,000 | +33.3% | 108 | 0.0% | 0.00% | 0.0% | |
| CTLT | New | Catalent Inc | $7,000 | – | 173 | +100.0% | 0.00% | – |
| LIT | Global X Lithium & Battery Tecetf | $8,000 | 0.0% | 206 | 0.0% | 0.00% | -20.0% | |
| TGT | Buy | Target Corp | $7,000 | +40.0% | 113 | +32.9% | 0.00% | +33.3% |
| ACLS | New | Axcelis Technologies Inc | $7,000 | – | 228 | +100.0% | 0.00% | – |
| WHR | Sell | Whirlpool Corp | $8,000 | -84.0% | 45 | -83.5% | 0.00% | -86.7% |
| GHDX | Genomic Health Inc | $7,000 | +16.7% | 200 | 0.0% | 0.00% | 0.0% | |
| PX | Praxair Inc | $8,000 | +14.3% | 50 | 0.0% | 0.00% | 0.0% | |
| HACK | ETFMG Prime Cyber Security ETFetf | $7,000 | 0.0% | 236 | 0.0% | 0.00% | 0.0% | |
| TROW | T. Rowe Price Group Inc | $8,000 | +14.3% | 75 | 0.0% | 0.00% | 0.0% | |
| NI | Nisource Inc | $8,000 | 0.0% | 323 | 0.0% | 0.00% | -20.0% | |
| RSG | Republic Services Inc Class A | $8,000 | 0.0% | 114 | 0.0% | 0.00% | -20.0% | |
| CAG | Sell | Conagra Brands Inc | $8,000 | -33.3% | 225 | -35.5% | 0.00% | -42.9% |
| WRK | WestRock Co | $8,000 | +14.3% | 120 | 0.0% | 0.00% | 0.0% | |
| BERY | Berry Plastics Group Inc | $7,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% | |
| OHI | Buy | Omega Healthcare Investors Inc | $7,000 | 0.0% | 239 | +2.6% | 0.00% | 0.0% |
| SPAR | Spartan Motors | $7,000 | +40.0% | 415 | 0.0% | 0.00% | +33.3% | |
| EXPO | Buy | Exponent Inc | $8,000 | +700.0% | 110 | +1471.4% | 0.00% | +300.0% |
| CCI | Crown Castle International Cor | $7,000 | +16.7% | 62 | 0.0% | 0.00% | 0.0% | |
| EWBC | East West Bancorp Inc | $8,000 | 0.0% | 138 | 0.0% | 0.00% | -20.0% | |
| UA | Under Armour Inc Class C | $8,000 | -11.1% | 607 | 0.0% | 0.00% | -20.0% | |
| CMI | Buy | Cummins Inc | $8,000 | +60.0% | 44 | +63.0% | 0.00% | +33.3% |
| SKYY | First Trust ISE Cloud Computinetf | $7,000 | +16.7% | 146 | 0.0% | 0.00% | 0.0% | |
| CY | Sell | Cypress Semiconductor Corporat | $7,000 | -22.2% | 481 | -15.2% | 0.00% | -20.0% |
| SRCL | Buy | Stericycle Inc | $8,000 | +14.3% | 116 | +16.0% | 0.00% | 0.0% |
| IDXX | Buy | Idexx Laboratories | $7,000 | +133.3% | 46 | +109.1% | 0.00% | +100.0% |
| NEM | Newmont Mining Corp | $8,000 | 0.0% | 213 | 0.0% | 0.00% | -20.0% | |
| ANDV | New | Andeavor | $7,000 | – | 60 | +100.0% | 0.00% | – |
| LGFA | Lions Gate Entertainment Corp | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| EWJ | iShares MSCI Japanetf | $8,000 | 0.0% | 139 | 0.0% | 0.00% | -20.0% | |
| PCG | PG&E Corp | $5,000 | -37.5% | 122 | 0.0% | 0.00% | -40.0% | |
| UGI | UGI Corp | $6,000 | 0.0% | 118 | 0.0% | 0.00% | -25.0% | |
| FHI | Federated Investors, Inc. Clas | $5,000 | +25.0% | 129 | 0.0% | 0.00% | +50.0% | |
| PPL | Sell | PPL Corp | $6,000 | -89.8% | 191 | -87.7% | 0.00% | -91.4% |
| TMUS | Buy | T-Mobile US Inc | $5,000 | +150.0% | 81 | +153.1% | 0.00% | +200.0% |
| TRGP | Targa Resources Corp | $6,000 | 0.0% | 131 | 0.0% | 0.00% | -25.0% | |
| EQR | Equity Residential | $6,000 | -14.3% | 100 | 0.0% | 0.00% | -25.0% | |
| EQIX | Equinix Inc | $6,000 | 0.0% | 14 | 0.0% | 0.00% | -25.0% | |
| EIX | Edison International | $5,000 | -16.7% | 73 | 0.0% | 0.00% | -25.0% | |
| NTRS | Northern Trust Corp | $5,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% | |
| PXD | Pioneer Natural Resources Co | $6,000 | +20.0% | 32 | 0.0% | 0.00% | 0.0% | |
| MERC | Mercer International S B I | $5,000 | +25.0% | 361 | 0.0% | 0.00% | +50.0% | |
| ALGN | Buy | Align Technology Inc | $6,000 | +500.0% | 28 | +250.0% | 0.00% | +200.0% |
| CCEP | Coca-Cola European Partners PL | $5,000 | 0.0% | 122 | 0.0% | 0.00% | 0.0% | |
| MNKD | MannKind Corp | $5,000 | +25.0% | 2,000 | 0.0% | 0.00% | +50.0% | |
| AOBC | American Outdoor Brands Corp | $6,000 | -14.3% | 455 | 0.0% | 0.00% | -25.0% | |
| M | Macy's Inc | $6,000 | +20.0% | 240 | 0.0% | 0.00% | 0.0% | |
| ARII | American Railcar Industries In | $5,000 | 0.0% | 119 | 0.0% | 0.00% | 0.0% | |
| MGM | Sell | MGM Resorts International | $6,000 | -25.0% | 194 | -22.4% | 0.00% | -40.0% |
| LGFB | Lions Gate Entertainment Corp | $6,000 | 0.0% | 200 | 0.0% | 0.00% | -25.0% | |
| APA | Apache Corporation | $5,000 | -16.7% | 128 | 0.0% | 0.00% | -25.0% | |
| WYND | Wyndham Worldwide Corp | $6,000 | +20.0% | 48 | 0.0% | 0.00% | 0.0% | |
| AZO | AutoZone Inc | $6,000 | +20.0% | 8 | 0.0% | 0.00% | 0.0% | |
| AGR | New | Avangrid Inc | $5,000 | – | 100 | +100.0% | 0.00% | – |
| SPXC | SPX Corporation | $6,000 | 0.0% | 188 | 0.0% | 0.00% | -25.0% | |
| MPV | New | Barings Participation Invsclosed end | $6,000 | – | 440 | +100.0% | 0.00% | – |
| BMRN | Sell | Biomarin Pharmaceutical Inc | $6,000 | -40.0% | 68 | -38.2% | 0.00% | -50.0% |
| ACCO | ACCO Brands Corp | $5,000 | +25.0% | 376 | 0.0% | 0.00% | +50.0% | |
| BX | Blackstone Group LPexchange traded | $6,000 | -14.3% | 195 | 0.0% | 0.00% | -25.0% | |
| MQT | New | BlackRock MuniYield Quality IIclosed end | $5,000 | – | 376 | +100.0% | 0.00% | – |
| BXP | Boston Properties Inc | $5,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| IEP | Icahn Enterprises LPexchange traded | $6,000 | 0.0% | 109 | 0.0% | 0.00% | -25.0% | |
| BTI | Buy | British American Tobacco PLC Aadr | $6,000 | +100.0% | 93 | +86.0% | 0.00% | +50.0% |
| BURL | New | Burlington Stores Inc | $6,000 | – | 47 | +100.0% | 0.00% | – |
| H | New | Hyatt Hotels Corp | $5,000 | – | 74 | +100.0% | 0.00% | – |
| COG | Cabot Oil & Gas Corp Class A | $5,000 | 0.0% | 189 | 0.0% | 0.00% | 0.0% | |
| POWI | New | Power Integrations Inc | $6,000 | – | 87 | +100.0% | 0.00% | – |
| HBI | Hanesbrands Inc | $6,000 | -14.3% | 289 | 0.0% | 0.00% | -25.0% | |
| HYH | Buy | Halyard Health Inc | $6,000 | +50.0% | 136 | +58.1% | 0.00% | +50.0% |
| XLU | Utilities Select Sector SPDR Eetf | $6,000 | 0.0% | 120 | 0.0% | 0.00% | -25.0% | |
| CVCO | New | Cavco Industries Inc | $5,000 | – | 36 | +100.0% | 0.00% | – |
| BSV | Sell | Vanguard Short-Term Bond ETFetf | $6,000 | -99.5% | 82 | -99.4% | 0.00% | -99.6% |
| SWKS | Sell | Skyworks Solutions Inc | $6,000 | -14.3% | 67 | -4.3% | 0.00% | -25.0% |
| RGR | Sturm, Ruger & Company | $5,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% | |
| ECOL | US Ecology Inc | $5,000 | 0.0% | 92 | 0.0% | 0.00% | 0.0% | |
| MNST | Monster Beverage Corp | $6,000 | 0.0% | 101 | 0.0% | 0.00% | -25.0% | |
| SWX | Southwest Gas Corporation | $6,000 | 0.0% | 72 | 0.0% | 0.00% | -25.0% | |
| FIVE | New | Five Below Inc | $6,000 | – | 95 | +100.0% | 0.00% | – |
| L100PS | Arconic Inc | $3,000 | 0.0% | 113 | 0.0% | 0.00% | 0.0% | |
| NDSN | Buy | Nordson Corp | $4,000 | +300.0% | 24 | +200.0% | 0.00% | +100.0% |
| NBL | Sell | Noble Energy Inc | $3,000 | -75.0% | 96 | -77.9% | 0.00% | -71.4% |
| NAVI | Navient Corp | $4,000 | -20.0% | 319 | 0.0% | 0.00% | -33.3% | |
| MSI | New | Motorola Solutions Inc | $3,000 | – | 28 | +100.0% | 0.00% | – |
| MOS | Mosaic Co | $3,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% | |
| PHM | PulteGroup Inc | $4,000 | +33.3% | 112 | 0.0% | 0.00% | 0.0% | |
| PWR | Quanta Services Inc | $3,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% | |
| RLI | Sell | RLI Corp | $4,000 | 0.0% | 60 | -11.8% | 0.00% | 0.0% |
| RL | New | Ralph Lauren Corp Class A | $4,000 | – | 35 | +100.0% | 0.00% | – |
| RJF | New | Raymond James Financial Inc | $3,000 | – | 36 | +100.0% | 0.00% | – |
| RGA | New | Reinsurance Group of America I | $3,000 | – | 20 | +100.0% | 0.00% | – |
| MAC | Macerich Co | $4,000 | +33.3% | 55 | 0.0% | 0.00% | 0.0% | |
| LVS | New | Las Vegas Sands Corp | $3,000 | – | 46 | +100.0% | 0.00% | – |
| LW | Buy | Lamb Weston Holdings Inc | $4,000 | +300.0% | 68 | +257.9% | 0.00% | +100.0% |
| JBL | Jabil Circuit Inc | $3,000 | 0.0% | 121 | 0.0% | 0.00% | 0.0% | |
| IQI | New | Invesco Quality Muni Income Trclosed end | $3,000 | – | 200 | +100.0% | 0.00% | – |
| HP | Helmerich & Payne Inc | $3,000 | +50.0% | 41 | 0.0% | 0.00% | +100.0% | |
| GPRE | Green Plains Inc | $4,000 | -20.0% | 239 | 0.0% | 0.00% | -33.3% | |
| GT | Goodyear Tire & Rubber Co | $4,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% | |
| GBCI | New | Glacier Bancorp Inc | $4,000 | – | 92 | +100.0% | 0.00% | – |
| GDI | New | Gardner Denver Holdings Inc | $3,000 | – | 87 | +100.0% | 0.00% | – |
| FLT | New | Fleetcor Technologies, Inc. | $3,000 | – | 17 | +100.0% | 0.00% | – |
| FRC | New | First Republic Bank | $4,000 | – | 41 | +100.0% | 0.00% | – |
| EXEL | New | Exelixis Inc. | $4,000 | – | 117 | +100.0% | 0.00% | – |
| TEVA | Teva Pharmaceutical Industriesadr | $3,000 | +50.0% | 137 | 0.0% | 0.00% | +100.0% | |
| EA | Buy | Electronic Arts Inc | $3,000 | +50.0% | 25 | +19.0% | 0.00% | +100.0% |
| TMK | New | Torchmark Corp | $3,000 | – | 35 | +100.0% | 0.00% | – |
| TSS | New | Total System Services Inc | $3,000 | – | 44 | +100.0% | 0.00% | – |
| ULTA | Ulta Salon Cosmetics & Fragran | $4,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| CCK | Crown Holdings Inc | $4,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| STZ | New | Constellation Brands Inc Class | $3,000 | – | 15 | +100.0% | 0.00% | – |
| VFC | VF Corp | $4,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| CXO | New | Concho Resources Inc | $3,000 | – | 21 | +100.0% | 0.00% | – |
| CGNX | New | Cognex Corp | $3,000 | – | 44 | +100.0% | 0.00% | – |
| CLVS | Buy | Clovis Oncology Inc | $4,000 | -20.0% | 64 | +12.3% | 0.00% | -33.3% |
| CFG | Sell | Citizens Financial Group Inc | $3,000 | -85.0% | 72 | -86.7% | 0.00% | -83.3% |
| CHS | Chico's FAS Inc | $4,000 | 0.0% | 404 | 0.0% | 0.00% | 0.0% | |
| VEU | Vanguard FTSE All-Wld ex-US ETetf | $4,000 | 0.0% | 80 | 0.0% | 0.00% | 0.0% | |
| LUMN | Sell | CenturyLink Inc | $4,000 | -94.1% | 228 | -93.7% | 0.00% | -95.0% |
| CNP | New | CenterPoint Energy Inc | $3,000 | – | 102 | +100.0% | 0.00% | – |
| CRCM | New | Care.com Inc | $3,000 | – | 163 | +100.0% | 0.00% | – |
| CNX | New | CNX Resources Corp | $4,000 | – | 259 | +100.0% | 0.00% | – |
| VRSN | VeriSign Inc | $4,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| BLBD | Sell | Blue Bird Corp | $4,000 | -96.1% | 202 | -96.0% | 0.00% | -96.7% |
| VSM | Versum Materials Inc | $3,000 | -25.0% | 92 | 0.0% | 0.00% | 0.0% | |
| VOYA | Sell | Voya Financial Inc | $4,000 | 0.0% | 82 | -25.5% | 0.00% | 0.0% |
| BLCM | Bellicum Pharmaceuticals Inc | $3,000 | -25.0% | 350 | 0.0% | 0.00% | 0.0% | |
| WLK | New | Westlake Chemical Corp | $4,000 | – | 36 | +100.0% | 0.00% | – |
| WPM | Wheaton Precious Metals Corp | $4,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| AVY | New | Avery Dennison Corp | $3,000 | – | 28 | +100.0% | 0.00% | – |
| DFJ | New | WidsomTree Japan SmallCap Divietf | $3,000 | – | 43 | +100.0% | 0.00% | – |
| OSUR | OraSure Technologies Inc | $3,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| XRX | Xerox Corporation | $4,000 | -20.0% | 143 | 0.0% | 0.00% | -33.3% | |
| AME | Ametek Inc | $4,000 | +33.3% | 49 | 0.0% | 0.00% | 0.0% | |
| PNR | Pentair PLC | $4,000 | 0.0% | 61 | 0.0% | 0.00% | 0.0% | |
| ASIX | AdvanSix Inc | $3,000 | 0.0% | 63 | 0.0% | 0.00% | 0.0% | |
| ATVI | Sell | Activision Blizzard Inc | $3,000 | 0.0% | 48 | -7.7% | 0.00% | 0.0% |
| CHKP | New | Check Point Software Technolog | $3,000 | – | 27 | +100.0% | 0.00% | – |
| ASML | Buy | ASML Holding NV ADRadr | $3,000 | +200.0% | 20 | +300.0% | 0.00% | +100.0% |
| AGCO | Buy | Agco Corp | $4,000 | +100.0% | 52 | +126.1% | 0.00% | +100.0% |
| FRSH | Papa Murphy's Holdings Inc | $3,000 | -25.0% | 625 | 0.0% | 0.00% | 0.0% | |
| PVH | PVH Corp | $3,000 | 0.0% | 23 | 0.0% | 0.00% | 0.0% | |
| PPG | Sell | PPG Industries Inc | $3,000 | -86.4% | 25 | -87.5% | 0.00% | -84.6% |
| CNDT | Conduent Inc | $2,000 | 0.0% | 115 | 0.0% | 0.00% | 0.0% | |
| BIO | Sell | Bio-Rad Laboratories Inc | $2,000 | 0.0% | 8 | -27.3% | 0.00% | 0.0% |
| WBS | New | Webster Finl Cp Pv $0.01 | $1,000 | – | 25 | +100.0% | 0.00% | – |
| IRWD | Ironwood Pharmaceuticals Inc | $1,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% | |
| WST | Buy | West Pharmaceutical Services I | $1,000 | 0.0% | 9 | +50.0% | 0.00% | 0.0% |
| EIS | iShares MSCI Israel Cappedetf | $1,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| WES | New | Western Gas Partners, LPexchange traded | $1,000 | – | 29 | +100.0% | 0.00% | – |
| KEYS | Keysight Technologies Inc | $1,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| OZRK | Buy | Bank of the Ozarks Inc | $1,000 | 0.0% | 25 | +25.0% | 0.00% | 0.0% |
| BBVA | Banco Bilbao Vizcaya Argentariadr | $1,000 | 0.0% | 106 | 0.0% | 0.00% | 0.0% | |
| SLM | SLM Corp | $2,000 | 0.0% | 187 | 0.0% | 0.00% | 0.0% | |
| SLG | SL Green Realty Corporation | $2,000 | 0.0% | 21 | 0.0% | 0.00% | 0.0% | |
| LENB | New | Lennar Corp Cl B | $1,000 | – | 19 | +100.0% | 0.00% | – |
| LII | Lennox International Inc | $1,000 | 0.0% | 5 | 0.0% | 0.00% | 0.0% | |
| WWE | World Wrestling Entertainment | $1,000 | 0.0% | 32 | 0.0% | 0.00% | 0.0% | |
| LSXMK | Liberty Media Corp Series C | $1,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| AZPN | Aspen Technology Inc | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| ARCH | Arch Coal Inc | $1,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| ZBRA | New | Zebra Technologies Corp | $2,000 | – | 21 | +100.0% | 0.00% | – |
| LECO | New | Lincoln Electric Holdings, Inc | $2,000 | – | 27 | +100.0% | 0.00% | – |
| MANH | New | Manhattan Associates Inc | $1,000 | – | 19 | +100.0% | 0.00% | – |
| AXTA | Axalta Coating Systems Ltd | $1,000 | – | 17 | 0.0% | 0.00% | – | |
| ALNY | Sell | Alnylam Pharmaceuticals Inc | $2,000 | 0.0% | 12 | -14.3% | 0.00% | 0.0% |
| RGS | Regis Corp | $2,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% | |
| Y | Alleghany Corp | $2,000 | 0.0% | 3 | 0.0% | 0.00% | 0.0% | |
| MKTX | New | MarketAxess Holdings Inc | $2,000 | – | 10 | +100.0% | 0.00% | – |
| MACK | Merrimack Pharmaceuticals Inc | $2,000 | -33.3% | 200 | 0.0% | 0.00% | -50.0% | |
| AA | Alcoa Corp | $2,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| ALBO | Albireo Pharma Inc | $1,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% | |
| MRVL | New | Marvell Technology Group Ltd | $2,000 | – | 90 | +100.0% | 0.00% | – |
| AKAM | Akamai Technologies Inc | $2,000 | +100.0% | 27 | 0.0% | 0.00% | 0.0% | |
| AEMD | Aethlon Medical Inc | $1,000 | 0.0% | 881 | 0.0% | 0.00% | 0.0% | |
| NES | New | Nuverra Environmental Solution | $1,000 | – | 49 | +100.0% | 0.00% | – |
| KWR | New | Quaker Chemical Corp | $1,000 | – | 4 | +100.0% | 0.00% | – |
| OMI | New | Owens & Minor Inc | $1,000 | – | 60 | +100.0% | 0.00% | – |
| MUSA | Murphy USA Inc | $2,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| NVO | Novo Nordisk A/S ADRadr | $1,000 | 0.0% | 17 | 0.0% | 0.00% | 0.0% | |
| CLB | Core Laboratories NV | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| ISL | Aberdeen Israelclosed end | $1,000 | -50.0% | 75 | 0.0% | 0.00% | 0.0% | |
| LYB | Sell | Lyondellbasell Industries NV | $1,000 | -75.0% | 12 | -73.3% | 0.00% | -50.0% |
| OMED | OncoMed Pharmaceuticals Inc | $2,000 | 0.0% | 380 | 0.0% | 0.00% | 0.0% | |
| NWL | Newell Brands Inc | $2,000 | -33.3% | 62 | 0.0% | 0.00% | -50.0% | |
| TIME | Sell | Time Inc | $2,000 | +100.0% | 97 | -5.8% | 0.00% | 0.0% |
| TIF | Tiffany & Co | $1,000 | – | 5 | 0.0% | 0.00% | – | |
| EBAY | eBay Inc | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% | |
| THO | Thor Industries Inc | $2,000 | 0.0% | 16 | 0.0% | 0.00% | 0.0% | |
| ETM | New | Entercom Communications Corp | $1,000 | – | 68 | +100.0% | 0.00% | – |
| EQT | EQT Corp | $2,000 | 0.0% | 29 | 0.0% | 0.00% | 0.0% | |
| TM | New | Toyota Motor Corp ADRadr | $2,000 | – | 17 | +100.0% | 0.00% | – |
| TSLA | Tesla Motors Inc | $1,000 | 0.0% | 2 | 0.0% | 0.00% | 0.0% | |
| DRRX | Durect Corp | $1,000 | 0.0% | 676 | 0.0% | 0.00% | 0.0% | |
| TDG | TransDigm Group Inc | $2,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| FANG | Buy | Diamondback Energy Inc | $1,000 | – | 6 | +50.0% | 0.00% | – |
| ESS | Essex Ppty Tr Inc Com | $2,000 | 0.0% | 7 | 0.0% | 0.00% | 0.0% | |
| DAL | Delta Air Lines Inc | $1,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% | |
| FOXA | Twenty-First Century Fox Inc C | $2,000 | 0.0% | 59 | 0.0% | 0.00% | 0.0% | |
| TWTR | Twitter Inc | $1,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% | |
| EXPE | Sell | Expedia Inc | $2,000 | -75.0% | 15 | -71.7% | 0.00% | -80.0% |
| CYTX | Cytori Therapeutics Inc | $1,000 | -50.0% | 5,000 | 0.0% | 0.00% | 0.0% | |
| FFIN | First Financial Bankshares Inc | $1,000 | 0.0% | 13 | 0.0% | 0.00% | 0.0% | |
| STO | Sell | Statoil ASA ADRadr | $1,000 | -98.0% | 47 | -98.1% | 0.00% | -96.7% |
| ULTI | Ultimate Software Group Inc | $2,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% | |
| CTRP | New | Ctrip.com International Limiteadr | $1,000 | – | 17 | +100.0% | 0.00% | – |
| SQ | New | Square Inc A | $1,000 | – | 26 | +100.0% | 0.00% | – |
| UN | Buy | Unilever NV ADRadr | $1,000 | 0.0% | 23 | +21.1% | 0.00% | 0.0% |
| SAVE | New | Spirit Airlines Inc | $1,000 | – | 33 | +100.0% | 0.00% | – |
| CS | New | Credit Suisse Group ADRadr | $1,000 | – | 82 | +100.0% | 0.00% | – |
| FTS | New | Fortis Inc | $1,000 | – | 39 | +100.0% | 0.00% | – |
| BID | Sothebys Class A | $1,000 | 0.0% | 28 | 0.0% | 0.00% | 0.0% | |
| CEIX | New | CONSOL Energy Inc Ordinary Sha | $1,000 | – | 32 | +100.0% | 0.00% | – |
| SNGX | New | Soligenix Inc | $2,000 | – | 825 | +100.0% | 0.00% | – |
| SBS | Companhia De Saneamento Basicoadr | $1,000 | 0.0% | 57 | 0.0% | 0.00% | 0.0% | |
| SBNY | Buy | Signature Bank | $1,000 | 0.0% | 8 | +14.3% | 0.00% | 0.0% |
| CLNE | Clean Energy Fuels Corp | $2,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| CC | The Chemours Co | $2,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% | |
| SHPG | Buy | Shire PLC ADRadr | $1,000 | 0.0% | 8 | +33.3% | 0.00% | 0.0% |
| GMED | Globus Medical Inc Class A | $2,000 | +100.0% | 44 | 0.0% | 0.00% | 0.0% | |
| SMG | Scotts Miracle Gro Co Class A | $2,000 | 0.0% | 19 | 0.0% | 0.00% | 0.0% | |
| HLI | New | Houlihan Lokey Inc | $1,000 | – | 16 | +100.0% | 0.00% | – |
| ICUI | New | ICU Medical Inc | $1,000 | – | 4 | +100.0% | 0.00% | – |
| ILG | ILG Inc | $1,000 | 0.0% | 33 | 0.0% | 0.00% | 0.0% | |
| CBOE | Sell | CBOE Holdings Inc | $1,000 | 0.0% | 10 | -23.1% | 0.00% | 0.0% |
| BKD | New | Brookdale Senior Living Inc | $1,000 | – | 59 | +100.0% | 0.00% | – |
| IBN | ICICI Bank Ltd ADRadr | $1,000 | 0.0% | 76 | 0.0% | 0.00% | 0.0% | |
| IEX | IDEX Corp | $2,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% | |
| VRSK | Buy | Verisk Analytics Inc | $2,000 | +100.0% | 19 | +5.6% | 0.00% | 0.0% |
| NGVT | Ingevity Corp Com | $1,000 | 0.0% | 11 | 0.0% | 0.00% | 0.0% | |
| INTU | Intuit Inc | $1,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% | |
| VMC | Vulcan Materials Co | $2,000 | 0.0% | 15 | 0.0% | 0.00% | 0.0% | |
| WBC | Wabco Holdings Incorporated | $1,000 | 0.0% | 8 | 0.0% | 0.00% | 0.0% | |
| IPI | Intrepid Potash Inc | $1,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| BLKB | New | Blackbaud Inc | $1,000 | – | 13 | +100.0% | 0.00% | – |
| WAB | Westinghouse Air Brake Technol | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| WAGE | New | Wageworks Inc | $1,000 | – | 10 | +100.0% | 0.00% | – |
| SAP | SAP SE ADRadr | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| IRM | Iron Mountain, Inc | $2,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| VVUS | Vivus | $0 | – | 190 | 0.0% | 0.00% | – | |
| FTRCQ | Sell | Frontier Communications Corp C | $0 | -100.0% | 16 | -96.6% | 0.00% | -100.0% |
| FWONA | Liberty Media Group A | $0 | – | 2 | 0.0% | 0.00% | – | |
| AXAS | Abraxas Petroleum Corporation | $0 | – | 27 | 0.0% | 0.00% | – | |
| BATRK | Liberty Media Corp | $0 | – | 1 | 0.0% | 0.00% | – | |
| SVVC | Firsthand Technology Value Funclosed end | $0 | – | 20 | 0.0% | 0.00% | – | |
| VEC | Vectrus Inc | $0 | – | 5 | 0.0% | 0.00% | – | |
| HL | Hecla Mining Co | $0 | – | 6 | 0.0% | 0.00% | – | |
| CAJ | Exit | Canon Incorporatedadr | $0 | – | -14 | -100.0% | 0.00% | – |
| BLUE | Exit | Bluebird Bio Inc | $0 | – | -3 | -100.0% | 0.00% | – |
| SKLN | Exit | Skyline Medical Inc | $0 | – | -6 | -100.0% | 0.00% | – |
| RIOT | New | Riot Blockchain | $0 | – | 1 | +100.0% | 0.00% | – |
| ITT | Buy | ITT Corp | $0 | – | 5 | +25.0% | 0.00% | – |
| VNQ | Exit | Vanguard REIT ETFetf | $0 | – | -5 | -100.0% | 0.00% | – |
| AQB | Exit | AquaBounty Technologies Inc | $0 | – | -56 | -100.0% | 0.00% | – |
| BHF | Sell | Brighthouse Financial Inc | $0 | -100.0% | 7 | -41.7% | 0.00% | -100.0% |
| FWONK | Liberty Media Group C | $0 | – | 4 | 0.0% | 0.00% | – | |
| LSXMA | Liberty Media Corp Series A | $0 | – | 9 | 0.0% | 0.00% | – | |
| CRCQQ | Exit | California Resources Corp | $0 | – | -2 | -100.0% | 0.00% | – |
| SWN | Exit | Southwestern Energy Co | $0 | – | -283 | -100.0% | -0.00% | – |
| AYX | Exit | Alteryx Inc A | $0 | – | -100 | -100.0% | -0.00% | – |
| IDV | Exit | iShares International Select Detf | $0 | – | -44 | -100.0% | -0.00% | – |
| IRBT | Exit | iRobot Corp | $0 | – | -14 | -100.0% | -0.00% | – |
| INFY | Exit | Infosys Tech Ltd Adradr | $0 | – | -68 | -100.0% | -0.00% | – |
| SYMC | Exit | Symantec Corp | $0 | – | -52 | -100.0% | -0.00% | – |
| PTC | Exit | PTC Inc | $0 | – | -23 | -100.0% | -0.00% | – |
| MSCC | Exit | Microsemi Corp | $0 | – | -31 | -100.0% | -0.00% | – |
| ALK | Exit | Alaska Air Group Inc | $0 | – | -59 | -100.0% | -0.00% | – |
| BKR | Exit | Baker Hughes, a GE Co Class A | $0 | – | -77 | -100.0% | -0.00% | – |
| ORMP | Exit | Oramed Pharmaceuticals Inc | $0 | – | -300 | -100.0% | -0.00% | – |
| CNX | Exit | Consol Energy Inc | $0 | – | -259 | -100.0% | -0.00% | – |
| MAA | Exit | Mid-Amer Apt Communities | $0 | – | -34 | -100.0% | -0.00% | – |
| EVHC | Exit | Envision Healthcare Corp | $0 | – | -105 | -100.0% | -0.00% | – |
| AES | Exit | The AES Corporation | $0 | – | -460 | -100.0% | -0.00% | – |
| FXO | Exit | First Trust Financials AlphaDEetf | $0 | – | -250 | -100.0% | -0.00% | – |
| CTXS | Exit | Citrix Systems Inc | $0 | – | -78 | -100.0% | -0.00% | – |
| GGZ | Exit | Gabelli Global Small & Mid Capclosed end | $0 | – | -500 | -100.0% | -0.00% | – |
| XEC | Exit | Cimarex Energy Co | $0 | – | -58 | -100.0% | -0.00% | – |
| ACM | Exit | Aecom | $0 | – | -180 | -100.0% | -0.00% | – |
| IPG | Exit | Interpublic Group of Companies | $0 | – | -301 | -100.0% | -0.00% | – |
| HHC | Exit | Howard Hughes Corp | $0 | – | -63 | -100.0% | -0.00% | – |
| LVLT | Exit | Level 3 Communications Inc | $0 | – | -126 | -100.0% | -0.00% | – |
| FXN | Exit | First Trust Energy AlphaDEX ETetf | $0 | – | -450 | -100.0% | -0.00% | – |
| RLGY | Exit | Realogy Holdings Corp | $0 | – | -270 | -100.0% | -0.01% | – |
| TROV | Exit | TrovaGene Inc | $0 | – | -10,620 | -100.0% | -0.01% | – |
| TOL | Exit | Toll Brothers Inc | $0 | – | -213 | -100.0% | -0.01% | – |
| NTG | Exit | Tortoise MLP Fundclosed end | $0 | – | -555 | -100.0% | -0.01% | – |
| GGP | Exit | GGP Inc | $0 | – | -504 | -100.0% | -0.01% | – |
| BCR | Exit | CR Bard Inc | $0 | – | -32 | -100.0% | -0.01% | – |
| EPR | Exit | EPR Properties | $0 | – | -164 | -100.0% | -0.01% | – |
| IYJ | Exit | iShares US Industrialsetf | $0 | – | -150 | -100.0% | -0.01% | – |
| SNAP | Exit | Snap Inc A | $0 | – | -1,600 | -100.0% | -0.01% | – |
| FXH | Exit | First Trust Health Care AlphaDetf | $0 | – | -386 | -100.0% | -0.02% | – |
| GME | Exit | GameStop Corp Class A | $0 | – | -1,353 | -100.0% | -0.02% | – |
| Q | Exit | Quintiles IMS Holdings Inc | $0 | – | -309 | -100.0% | -0.02% | – |
| DBE | Exit | PowerShares DB Energy ETFetf | $0 | – | -2,365 | -100.0% | -0.02% | – |
| DG | Exit | Dollar General Corp | $0 | – | -500 | -100.0% | -0.02% | – |
| CHL | Exit | China Mobile Ltd ADRadr | $0 | – | -809 | -100.0% | -0.02% | – |
| CNQ | Exit | Canadian Natural Resources Ltd | $0 | – | -1,270 | -100.0% | -0.03% | – |
| FXL | Exit | First Trust Technology AlphaDEetf | $0 | – | -937 | -100.0% | -0.03% | – |
| RDIV | Exit | Oppenheimer Ultra Dividend Revetf | $0 | – | -1,645 | -100.0% | -0.03% | – |
| AINV | Exit | Apollo Investment Corp | $0 | – | -11,554 | -100.0% | -0.04% | – |
| XON | Exit | Intrexon Corp | $0 | – | -4,000 | -100.0% | -0.04% | – |
| 3106PS | Exit | Delphi Automotive PLC | $0 | – | -824 | -100.0% | -0.05% | – |
| PCBK | Exit | Pacific Continental Corp | $0 | – | -3,029 | -100.0% | -0.05% | – |
| FTAI | Exit | Fortress Transportation and In | $0 | – | -5,000 | -100.0% | -0.05% | – |
| SCG | Exit | SCANA Corp | $0 | – | -2,046 | -100.0% | -0.06% | – |
| TRN | Exit | Trinity Industries Inc | $0 | – | -4,101 | -100.0% | -0.08% | – |
| AKS | Exit | AK Steel Holding Corp | $0 | – | -50,000 | -100.0% | -0.17% | – |
| SPR | Exit | Spirit AeroSystems Holdings In | $0 | – | -5,959 | -100.0% | -0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PEPSICO INC COM | 42 | Q3 2023 | 21.8% |
| DTE Energy Holding Company | 42 | Q3 2023 | 11.7% |
| STRYKER CORPORATION COM | 42 | Q3 2023 | 9.0% |
| SPDR GOLD SHARES | 42 | Q3 2023 | 46.6% |
| SPDR S&P 500 ETF TRUST | 42 | Q3 2023 | 6.5% |
| YUM BRANDS INC COM | 42 | Q3 2023 | 8.1% |
| APPLE INC COM | 42 | Q3 2023 | 5.2% |
| iShares S&P 500 Index | 42 | Q3 2023 | 6.2% |
| JOHNSON & JOHNSON COM | 42 | Q3 2023 | 4.3% |
| Microsoft Corporation | 42 | Q3 2023 | 2.6% |
View Plante Moran Financial Advisors, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| RYDEX ETF TRUST | April 28, 2009 | 103,350 | 2.2% |
View Plante Moran Financial Advisors, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-09 |
View Plante Moran Financial Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.